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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
Guggenheim SMid Cap Value Institutional
Price$8.97
Change-$0.06 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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SVUIX vs VMVAX Comparison Chart
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SVUIX vs. VMVAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. SVUIX (374M). SVUIX (2.24) and VMVAX (2.14) have matching dividends . SVUIX was incepted earlier than VMVAX: SVUIX (16 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 : 21.85 vs. SVUIX (9.38). VMVAX return over 5 years is better than : 48.02 vs. SVUIX (-3.03).
| SVUIX | VMVAX | SVUIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 8.446 | 14.332 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 30.5B | 1% |
| Annual Yield % from dividends | 2.24 | 2.14 | 105% |
| Returns for 1 year | 9.38 | 21.85 | 43% |
| Returns for 3 years | -22.74 | 17.61 | -129% |
| Returns for 5 years | -3.03 | 48.02 | -6% |
| Returns for 10 years | -26.71 | 96.75 | -28% |