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NCVLX vs VMVIX
NCVLX vs VMVIX Comparison
Open Charts NCVLX vs VMVIX
Nuance Concentrated Value Institutional
Price$10.84
Change-$0.32 (-2.87%)
VolumeN/A
Net Assets113.98M
Vanguard Mid-Cap Value Index Investor
Price$58.11
Change-$1.64 (-2.74%)
VolumeN/A
Net Assets29.86B
NCVLX vs VMVIX Comparison Chart
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NCVLX vs. VMVIX commentary
Apr 11, 2025
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 Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. NCVLX (114M). NCVLX (2.25) and VMVIX (2.20) have matching dividends . NCVLX was incepted earlier than VMVIX: NCVLX (14 years) vs VMVIX (19 years). NCVLX (1.13) is less costly to investors than VMVIX (0.19). NCVLX is a more actively managed with annual turnover of: 88.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than NCVLX: VMVIX (3000) vs NCVLX (10000). VMVIX annual gain was more profitable for investors over the last year : 0.37 vs. NCVLX (-6.52). VMVIX return over 5 years is better than : 69.25 vs. NCVLX (-4.77).
| NCVLX | VMVIX | NCVLX / VMVIX | |
| Total Expense Ratio | 1.04 | 0.19 | 547% |
| Annual Report Gross Expense Ratio | 1.13 | 0.19 | 595% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -9.174 | -6.132 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 29.9B | 0% |
| Annual Yield % from dividends | 2.25 | 2.20 | 102% |
| Returns for 1 year | -6.52 | 0.37 | -1,753% |
| Returns for 3 years | -16.17 | 2.92 | -554% |
| Returns for 5 years | -4.77 | 69.25 | -7% |
| Returns for 10 years | -7.55 | 67.15 | -11% |
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