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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets315.75M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
Feb 23, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. SVUIX (316M). 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 : 13.71 vs. SVUIX (-39.94). VMVAX return over 5 years is better than : 40.04 vs. SVUIX (-47.84).
| 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 | -0.622 | 3.079 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 30.9B | 1% |
| Annual Yield % from dividends | 2.24 | 2.14 | 105% |
| Returns for 1 year | -39.94 | 13.71 | -291% |
| Returns for 3 years | -47.81 | 16.65 | -287% |
| Returns for 5 years | -47.84 | 40.04 | -120% |
| Returns for 10 years | -52.49 | 83.32 | -63% |
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