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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$40.60
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets299.95M
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Oct 18, 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: 32.5B vs. SVUIX (300M). SVUIX pays higher dividends than VMVAX: SVUIX (3.80) vs VMVAX (2.17). 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 : 0.91 vs. SVUIX (-44.84). VMVAX return over 5 years is better than : 62.63 vs. SVUIX (-44.09).
| 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 | 5.005 | 6.029 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 32.5B | 1% |
| Annual Yield % from dividends | 3.80 | 2.17 | 175% |
| Returns for 1 year | -44.84 | 0.91 | -4,941% |
| Returns for 3 years | -46.15 | 35.70 | -129% |
| Returns for 5 years | -44.09 | 62.63 | -70% |
| Returns for 10 years | -53.16 | 98.93 | -54% |
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