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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$4.68
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets303.77M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
Apr 04, 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: 30.8B vs. SVUIX (304M). SVUIX pays higher dividends than VMVAX: SVUIX (4.01) vs VMVAX (2.33). 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: 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 : 5.64 vs. SVUIX (-43.50). VMVAX return over 5 years is better than : 116.47 vs. SVUIX (-19.90).
| 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 | -2.905 | 0.252 | -1,153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 30.8B | 1% |
| Annual Yield % from dividends | 4.01 | 2.33 | 172% |
| Returns for 1 year | -43.50 | 5.64 | -772% |
| Returns for 3 years | -51.28 | 8.98 | -571% |
| Returns for 5 years | -19.90 | 116.47 | -17% |
| Returns for 10 years | -53.98 | 78.55 | -69% |
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