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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$4.90
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets330.85M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
Jan 19, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. SVUIX (331M). SVUIX (2.24) and VMVAX (2.14) have matching dividends . SVUIX was incepted earlier than VMVAX: SVUIX (17 years) vs VMVAX (13 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). 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 : 17.93 vs. SVUIX (-35.61). VMVAX return over 5 years is better than : 38.32 vs. SVUIX (-47.21).
| SVUIX | VMVAX | SVUIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 1.660 | 2.745 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 30.1B | 1% |
| Annual Yield % from dividends | 2.24 | 2.14 | 105% |
| Returns for 1 year | -35.61 | 17.93 | -199% |
| Returns for 3 years | -47.96 | 11.64 | -412% |
| Returns for 5 years | -47.21 | 38.32 | -123% |
| Returns for 10 years | -48.37 | 93.65 | -52% |
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