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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$40.40
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets302.55M
Vanguard Mid-Cap Value Index Admiral
Price$89.23
Change-$0.68 (-0.76%)
VolumeN/A
Net Assets32.03B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Sep 26, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SVUIX (303M). 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 : 4.56 vs. SVUIX (-43.00). VMVAX return over 5 years is better than : 76.37 vs. SVUIX (-38.71).
| 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 | 5.342 | 7.383 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 32B | 1% |
| Annual Yield % from dividends | 3.81 | 2.15 | 177% |
| Returns for 1 year | -43.00 | 4.56 | -942% |
| Returns for 3 years | -42.40 | 41.76 | -102% |
| Returns for 5 years | -38.71 | 76.37 | -51% |
| Returns for 10 years | -49.72 | 116.83 | -43% |
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