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MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$37.04
Change-$4.90 (-11.68%)
VolumeN/A
Net Assets264.67M
MVCAX vs SVUIX Comparison Chart in %
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MVCAX vs. SVUIX commentary
Dec 28, 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 StrongBuy and SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. SVUIX (265M). SVUIX pays higher dividends than MVCAX: SVUIX (3.78) vs MVCAX (0.83). 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 . SVUIX (25.00) and MVCAX (24.00) have comparable annual turnover. 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 : -1.74 vs. SVUIX (-5.12). MVCAX return over 5 years is better than : 23.93 vs. SVUIX (-55.79).
| 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 | -0.652 | -3.942 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 265M | 6,340% |
| Annual Yield % from dividends | 0.83 | 3.78 | 22% |
| Returns for 1 year | -1.74 | -5.12 | 34% |
| Returns for 3 years | 13.98 | -42.47 | -33% |
| Returns for 5 years | 23.93 | -55.79 | -43% |
| Returns for 10 years | 72.86 | -51.35 | -142% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VALQ | 67.01 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| GEOA | 33.24 | -0.03 | -0.10% |
| WisdomTree GeoAlpha Opportunities Fund | |||
| PWB | 129.53 | -0.30 | -0.23% |
| Invesco Large Cap Growth ETF | |||
| RSF | 14.40 | -0.04 | -0.28% |
| RiverNorth Capital and Income Fund | |||
| QDVO | 29.54 | -0.11 | -0.37% |
| Amplify CWP Growth & Income ETF | |||