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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$35.92
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets281.11M
Vanguard Mid-Cap Value Index Admiral
Price$80.42
Change+$1.08 (+1.36%)
VolumeN/A
Net Assets29.86B
SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
Apr 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: 29.9B vs. SVUIX (281M). 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 : 2.10 vs. SVUIX (-46.72). VMVAX return over 5 years is better than : 76.23 vs. SVUIX (-39.97).
| 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 | -8.247 | -5.253 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 29.9B | 1% |
| Annual Yield % from dividends | 4.01 | 2.33 | 172% |
| Returns for 1 year | -46.72 | 2.10 | -2,221% |
| Returns for 3 years | -56.93 | 4.97 | -1,146% |
| Returns for 5 years | -39.97 | 76.23 | -52% |
| Returns for 10 years | -60.55 | 69.17 | -88% |
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