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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$39.88
Change-$0.14 (-0.35%)
VolumeN/A
Net Assets303.64M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Aug 16, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. SVUIX (304M). SVUIX pays higher dividends than VMVAX: SVUIX (3.91) vs VMVAX (2.22). 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 : 8.08 vs. SVUIX (-42.23). VMVAX return over 5 years is better than : 65.77 vs. SVUIX (-45.04).
| 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 | 3.786 | 5.592 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 31B | 1% |
| Annual Yield % from dividends | 3.91 | 2.22 | 176% |
| Returns for 1 year | -42.23 | 8.08 | -523% |
| Returns for 3 years | -51.65 | 17.95 | -288% |
| Returns for 5 years | -45.04 | 65.77 | -68% |
| Returns for 10 years | -54.94 | 88.57 | -62% |
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