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SEVPX vs VMVAX
SEVPX vs VMVAX Comparison
Open Charts SEVPX vs VMVAX
Guggenheim SMid Cap Value P
Price$40.79
Change-$0.28 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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SEVPX vs VMVAX Comparison Chart
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SEVPX vs. VMVAX commentary
Sep 21, 2024
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 SEVPX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. SEVPX (374M). VMVAX pays higher dividends than SEVPX: VMVAX (2.14) vs SEVPX (0.13). SEVPX was incepted earlier than VMVAX: SEVPX (9 years) vs VMVAX (13 years). SEVPX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). SEVPX has a lower initial minimum investment than VMVAX: SEVPX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. SEVPX (17.96). VMVAX return over 5 years is better than : 48.82 vs. SEVPX (36.33).
| SEVPX | VMVAX | SEVPX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.562 | 14.946 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 30.5B | 1% |
| Annual Yield % from dividends | 0.13 | 2.14 | 6% |
| Returns for 1 year | 17.96 | 25.35 | 71% |
| Returns for 3 years | 12.04 | 20.71 | 58% |
| Returns for 5 years | 36.33 | 48.82 | 74% |
| Returns for 10 years | N/A | 100.88 | - |