Ad is loading...
Ad is loading...
SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$9.22
Change-$0.09 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
SVUIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVUIX vs. VMVAX commentary
Nov 18, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. SVUIX (360M). 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 : 27.09 vs. SVUIX (16.49). VMVAX return over 5 years is better than : 47.45 vs. SVUIX (-2.53).
| 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 | 12.852 | 17.355 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 30.9B | 1% |
| Annual Yield % from dividends | 2.24 | 2.14 | 105% |
| Returns for 1 year | 16.49 | 27.09 | 61% |
| Returns for 3 years | -25.79 | 13.54 | -190% |
| Returns for 5 years | -2.53 | 47.45 | -5% |
| Returns for 10 years | -23.04 | 96.84 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIIAX | 24.89 | -0.28 | -1.11% |
| Fidelity Advisor Mid Cap II A | |||
| WAGSX | 12.39 | -0.15 | -1.20% |
| Wasatch Global Select Investor | |||
| TSGUX | 18.70 | -0.24 | -1.27% |
| Morgan Stanley Pathway Sm-Mid Cap Eq | |||
| ITHTX | 59.34 | -0.82 | -1.36% |
| Hartford Capital Appreciation R5 | |||
| JTKAX | 14.17 | -0.23 | -1.60% |
| JHancock Global Thematic Opps A | |||