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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.89M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Jul 27, 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 MVCAX is a Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. SVUIX (306M). SVUIX pays higher dividends than MVCAX: SVUIX (3.94) vs MVCAX (0.87). MVCAX was incepted earlier than SVUIX: MVCAX (24 years) vs SVUIX (17 years). MVCAX (1.00) and SVUIX (0.97) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. SVUIX (25.00). MVCAX has a lower initial minimum investment than SVUIX: MVCAX (1000) vs SVUIX (2000000). MVCAX annual gain was more profitable for investors over the last year : -1.70 vs. SVUIX (-42.50). MVCAX return over 5 years is better than : 54.59 vs. SVUIX (-41.77).
| MVCAX | SVUIX | MVCAX / SVUIX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.814 | 3.657 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 306M | 5,654% |
| Annual Yield % from dividends | 0.87 | 3.94 | 22% |
| Returns for 1 year | -1.70 | -42.50 | 4% |
| Returns for 3 years | 16.54 | -48.04 | -34% |
| Returns for 5 years | 54.59 | -41.77 | -131% |
| Returns for 10 years | 67.90 | -53.85 | -126% |
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