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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$39.73
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets289.47M
Vanguard Mid-Cap Value Index Admiral
Price$88.89
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.8B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SVUIX (289M). SVUIX pays higher dividends than VMVAX: SVUIX (3.83) vs VMVAX (2.20). 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: 25.00 vs. VMVAX (19.00). 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 : 0.61 vs. SVUIX (-46.05). VMVAX return over 5 years is better than : 50.99 vs. SVUIX (-49.49).
| 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 | 2.827 | 6.005 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 31.8B | 1% |
| Annual Yield % from dividends | 3.83 | 2.20 | 174% |
| Returns for 1 year | -46.05 | 0.61 | -7,540% |
| Returns for 3 years | -51.31 | 24.49 | -210% |
| Returns for 5 years | -49.49 | 50.99 | -97% |
| Returns for 10 years | -53.80 | 97.41 | -55% |
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