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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$4.68
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets303.77M
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
SVUIX vs VMVIX Comparison Chart
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SVUIX vs. VMVIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. SVUIX (304M). SVUIX pays higher dividends than VMVIX: SVUIX (4.01) vs VMVIX (2.20). 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: 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 : 5.62 vs. SVUIX (-43.50). VMVIX return over 5 years is better than : 116.35 vs. SVUIX (-19.90).
| 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 | -2.905 | 0.246 | -1,179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 30.8B | 1% |
| Annual Yield % from dividends | 4.01 | 2.20 | 182% |
| Returns for 1 year | -43.50 | 5.62 | -774% |
| Returns for 3 years | -51.28 | 8.94 | -573% |
| Returns for 5 years | -19.90 | 116.35 | -17% |
| Returns for 10 years | -53.98 | 78.45 | -69% |
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