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NCVLX vs VMVAX
NCVLX vs VMVAX Comparison
Open Charts NCVLX vs VMVAX
Nuance Concentrated Value Institutional
Price$13.66
Change-$0.17 (-1.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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NCVLX vs VMVAX Comparison Chart
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NCVLX vs. VMVAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NCVLX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. NCVLX (190M). VMVAX pays higher dividends than NCVLX: VMVAX (2.14) vs NCVLX (1.75). NCVLX was incepted earlier than VMVAX: NCVLX (13 years) vs VMVAX (13 years). NCVLX is a more actively managed with annual turnover of: 67.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than NCVLX: VMVAX (3000) vs NCVLX (10000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. NCVLX (22.95). VMVAX return over 5 years is better than : 48.82 vs. NCVLX (-1.19).
| NCVLX | VMVAX | NCVLX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 10.647 | 14.946 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 30.5B | 1% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | 22.95 | 25.35 | 91% |
| Returns for 3 years | -12.05 | 20.71 | -58% |
| Returns for 5 years | -1.19 | 48.82 | -2% |
| Returns for 10 years | 6.49 | 100.88 | 6% |