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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$37.19
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets292.32M
Vanguard Mid-Cap Value Index Admiral
Price$82.61
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets29.07B
SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
May 25, 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 SVUIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. SVUIX (292M). SVUIX pays higher dividends than VMVAX: SVUIX (4.09) vs VMVAX (2.40). SVUIX was incepted earlier than VMVAX: SVUIX (17 years) vs VMVAX (14 years). SVUIX (0.97) is less costly to investors than VMVAX (0.07). SVUIX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SVUIX: VMVAX (3000) vs SVUIX (2000000). VMVAX annual gain was more profitable for investors over the last year : 5.04 vs. SVUIX (-45.37). VMVAX return over 5 years is better than : 76.97 vs. SVUIX (-40.33).
| SVUIX | VMVAX | SVUIX / VMVAX | |
| Total Expense Ratio | 0.92 | 0.07 | 1,314% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.553 | -1.348 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 29.1B | 1% |
| Annual Yield % from dividends | 4.09 | 2.40 | 171% |
| Returns for 1 year | -45.37 | 5.04 | -899% |
| Returns for 3 years | -52.82 | 15.40 | -343% |
| Returns for 5 years | -40.33 | 76.97 | -52% |
| Returns for 10 years | -58.34 | 75.63 | -77% |
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