SVUIX
Price
$41.12
Change
+$0.52 (+1.28%)
Updated
Sep 4 closing price
Net Assets
304.84M
VMVAX
Price
$89.40
Change
+$0.64 (+0.72%)
Updated
Sep 4 closing price
Net Assets
31.04B
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SVUIX vs VMVAX

Header iconSVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAXBanner chart's image
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets304.84M
Vanguard Mid-Cap Value Index Admiral
Price$89.40
Change+$0.64 (+0.72%)
VolumeN/A
Net Assets31.04B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Sep 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SVUIX (305M). SVUIX pays higher dividends than VMVAX: SVUIX (3.81) vs VMVAX (2.15). 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 : 5.67 vs. SVUIX (-41.52). VMVAX return over 5 years is better than : 66.33 vs. SVUIX (-42.82).
SVUIXVMVAXSVUIX / VMVAX
Total Expense Ratio0.920.071,314%
Annual Report Gross Expense Ratio0.970.071,386%
Fund Existence17 years14 years-
Gain YTD5.2906.01088%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets305M31B1%
Annual Yield % from dividends3.812.15177%
Returns for 1 year-41.525.67-733%
Returns for 3 years-46.7927.77-168%
Returns for 5 years-42.8266.33-65%
Returns for 10 years-50.98105.10-49%
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