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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$4.96
Change+$0.05 (+1.02%)
VolumeN/A
Net Assets329.74M
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
SVUIX vs VMVIX Comparison Chart
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SVUIX vs. VMVIX commentary
Jan 31, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. SVUIX (330M). SVUIX pays higher dividends than VMVIX: SVUIX (2.24) vs VMVIX (2.03). SVUIX was incepted earlier than VMVIX: SVUIX (17 years) vs VMVIX (18 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (22.00). 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 : 16.12 vs. SVUIX (-36.20). VMVIX return over 5 years is better than : 42.58 vs. SVUIX (-44.82).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 1.867 | 2.214 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 30.1B | 1% |
| Annual Yield % from dividends | 2.24 | 2.03 | 111% |
| Returns for 1 year | -36.20 | 16.12 | -225% |
| Returns for 3 years | -46.08 | 13.78 | -334% |
| Returns for 5 years | -44.82 | 42.58 | -105% |
| Returns for 10 years | -49.06 | 90.76 | -54% |
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