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SVUIX vs VISVX
SVUIX vs VISVX Comparison
Open Charts SVUIX vs VISVX
NAA SMid Cap Value Institutional
Price$9.15
Change-$0.11 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
SVUIX vs VISVX Comparison Chart
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SVUIX vs. VISVX commentary
Dec 18, 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 SVUIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. SVUIX (355M). SVUIX pays higher dividends than VISVX: SVUIX (2.24) vs VISVX (1.90). SVUIX was incepted earlier than VISVX: SVUIX (16 years) vs VISVX (27 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SVUIX: VISVX (3000) vs SVUIX (2000000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. SVUIX (14.23). VISVX return over 5 years is better than : 52.67 vs. SVUIX (-3.40).
| SVUIX | VISVX | SVUIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 11.995 | 14.945 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63B | 1% |
| Annual Yield % from dividends | 2.24 | 1.90 | 118% |
| Returns for 1 year | 14.23 | 16.18 | 88% |
| Returns for 3 years | -2.55 | 20.58 | -12% |
| Returns for 5 years | -3.40 | 52.67 | -6% |
| Returns for 10 years | -10.45 | 105.07 | -10% |
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