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SPVZX vs VMVAX
SPVZX vs VMVAX Comparison
Open Charts SPVZX vs VMVAX
PGIM Quant Solutions Mid-Cap Val Z
Price$23.85
Change+$0.20 (+0.85%)
VolumeN/A
Net Assets154.66M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
SPVZX vs VMVAX Comparison Chart
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SPVZX vs. VMVAX commentary
May 09, 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 SPVZX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. SPVZX (155M). VMVAX pays higher dividends than SPVZX: VMVAX (2.40) vs SPVZX (1.77). SPVZX was incepted earlier than VMVAX: SPVZX (19 years) vs VMVAX (14 years). SPVZX (1.00) is less costly to investors than VMVAX (0.07). SPVZX is a more actively managed with annual turnover of: 97.00 vs. VMVAX (19.00). SPVZX has a lower initial minimum investment than VMVAX: SPVZX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.70 vs. SPVZX (0.95). SPVZX return over 5 years is better than : 105.38 vs. VMVAX (75.12).
| SPVZX | VMVAX | SPVZX / VMVAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -4.901 | -2.399 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 29.1B | 1% |
| Annual Yield % from dividends | 1.77 | 2.40 | 74% |
| Returns for 1 year | 0.95 | 3.70 | 26% |
| Returns for 3 years | 8.48 | 14.12 | 60% |
| Returns for 5 years | 105.38 | 75.12 | 140% |
| Returns for 10 years | 25.96 | 73.65 | 35% |
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