Interact to see
Advertisement
Advertisement
MVCAX vs SVUIX
MVCAX vs SVUIX Comparison
Open Charts MVCAX vs SVUIX
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets294.72M
MVCAX vs SVUIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. SVUIX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. SVUIX (295M). SVUIX pays higher dividends than MVCAX: SVUIX (3.99) vs MVCAX (0.89). 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 : -4.53 vs. SVUIX (-43.17). MVCAX return over 5 years is better than : 51.98 vs. SVUIX (-41.67).
| 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 | -2.086 | -1.660 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 295M | 5,627% |
| Annual Yield % from dividends | 0.89 | 3.99 | 22% |
| Returns for 1 year | -4.53 | -43.17 | 11% |
| Returns for 3 years | 13.00 | -49.57 | -26% |
| Returns for 5 years | 51.98 | -41.67 | -125% |
| Returns for 10 years | 53.51 | -58.37 | -92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| URA | 36.13 | 0.12 | +0.33% |
| Global X Uranium ETF | |||
| OBIL | 50.07 | 0.01 | +0.03% |
| US Treasury 12 Month Bill ETF | |||
| IMOM | 32.61 | -0.05 | -0.15% |
| Alpha Architect Intl Quant Momt ETF | |||
| IBDZ | 25.66 | -0.12 | -0.48% |
| iBonds Dec 2034 Term Corporate ETF | |||
| CGIE | 32.52 | -0.44 | -1.33% |
| Capital Group International Equity ETF | |||