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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$41.12
Change+$0.52 (+1.28%)
VolumeN/A
Net Assets304.84M
Vanguard Mid-Cap Value Index Investor
Price$67.94
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets31.04B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Sep 05, 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: 31B vs. SVUIX (305M). SVUIX pays higher dividends than VMVIX: SVUIX (3.81) vs VMVIX (2.04). 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 : 5.65 vs. SVUIX (-41.52). VMVIX return over 5 years is better than : 66.25 vs. SVUIX (-42.82).
| 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 | 5.290 | 5.978 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 31B | 1% |
| Annual Yield % from dividends | 3.81 | 2.04 | 187% |
| Returns for 1 year | -41.52 | 5.65 | -734% |
| Returns for 3 years | -46.79 | 27.72 | -169% |
| Returns for 5 years | -42.82 | 66.25 | -65% |
| Returns for 10 years | -50.98 | 105.04 | -49% |
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