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NCAVX vs VMVAX
NCAVX vs VMVAX Comparison
Open Charts NCAVX vs VMVAX
Nuance Concentrated Value Investor
Price$13.37
Change+$1.00 (+8.08%)
VolumeN/A
Net Assets58.36M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
NCAVX vs VMVAX Comparison Chart in %
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NCAVX vs. VMVAX commentary
Feb 04, 2026
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 NCAVX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. NCAVX (58.4M). VMVAX (2.01) and NCAVX (1.96) have matching dividends . NCAVX was incepted earlier than VMVAX: NCAVX (14 years) vs VMVAX (14 years). NCAVX (1.36) is less costly to investors than VMVAX (0.07). NCAVX is a more actively managed with annual turnover of: 105.00 vs. VMVAX (19.00). NCAVX has a lower initial minimum investment than VMVAX: NCAVX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. NCAVX (7.17). VMVAX return over 5 years is better than : 52.71 vs. NCAVX (-6.49).
| NCAVX | VMVAX | NCAVX / VMVAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.36 | 0.07 | 1,943% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.131 | 5.509 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 33.2B | 0% |
| Annual Yield % from dividends | 1.96 | 2.01 | 97% |
| Returns for 1 year | 7.17 | 13.53 | 53% |
| Returns for 3 years | 14.14 | 29.37 | 48% |
| Returns for 5 years | -6.49 | 52.71 | -12% |
| Returns for 10 years | 26.03 | 142.89 | 18% |
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