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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$37.92
Change-$0.56 (-1.46%)
VolumeN/A
Net Assets299.25M
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
SVUIX vs VMVIX Comparison Chart
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SVUIX vs. VMVIX commentary
Jun 15, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. SVUIX (299M). SVUIX pays higher dividends than VMVIX: SVUIX (3.99) vs VMVIX (2.19). SVUIX was incepted earlier than VMVIX: SVUIX (17 years) vs VMVIX (19 years). SVUIX (0.97) is less costly to investors than VMVIX (0.19). SVUIX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SVUIX: VMVIX (3000) vs SVUIX (2000000). VMVIX annual gain was more profitable for investors over the last year : 8.48 vs. SVUIX (-42.33). VMVIX return over 5 years is better than : 71.16 vs. SVUIX (-40.81).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -0.207 | 1.126 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 29.9B | 1% |
| Annual Yield % from dividends | 3.99 | 2.19 | 182% |
| Returns for 1 year | -42.33 | 8.48 | -499% |
| Returns for 3 years | -48.82 | 26.44 | -185% |
| Returns for 5 years | -40.81 | 71.16 | -57% |
| Returns for 10 years | -57.76 | 80.82 | -71% |
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