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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$37.94
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets293.96M
Vanguard Mid-Cap Value Index Admiral
Price$83.78
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets29.95B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Jun 19, 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.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. SVUIX (294M). SVUIX pays higher dividends than VMVAX: SVUIX (3.99) vs VMVAX (2.31). 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 : 6.89 vs. SVUIX (-43.14). VMVAX return over 5 years is better than : 68.25 vs. SVUIX (-42.55).
| 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 | -1.738 | -0.047 | 3,733% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 29.9B | 1% |
| Annual Yield % from dividends | 3.99 | 2.31 | 172% |
| Returns for 1 year | -43.14 | 6.89 | -626% |
| Returns for 3 years | -47.28 | 28.93 | -163% |
| Returns for 5 years | -42.55 | 68.25 | -62% |
| Returns for 10 years | -58.55 | 77.13 | -76% |
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