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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
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SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Jul 31, 2026
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: 37.2B vs. SVUIX (296M). VMVAX pays higher dividends than SVUIX: VMVAX (1.88) vs SVUIX (0.69). SVUIX was incepted earlier than VMVAX: SVUIX (18 years) vs VMVAX (15 years). SVUIX (0.99) is less costly to investors than VMVAX (0.07). SVUIX is a more actively managed with annual turnover of: 63.00 vs. VMVAX (23.00). 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 : 22.83 vs. SVUIX (3.65). VMVAX return over 5 years is better than : 47.43 vs. SVUIX (-58.79).
| SVUIX | VMVAX | SVUIX / VMVAX | |
| Total Expense Ratio | 0.92 | 0.07 | 1,314% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 12.092 | 16.197 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 37.2B | 1% |
| Annual Yield % from dividends | 0.69 | 1.88 | 37% |
| Returns for 1 year | 3.65 | 22.83 | 16% |
| Returns for 3 years | -40.36 | 44.35 | -91% |
| Returns for 5 years | -58.79 | 47.43 | -124% |
| Returns for 10 years | -51.20 | 127.15 | -40% |
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