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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$35.92
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets281.11M
Vanguard Mid-Cap Value Index Investor
Price$61.13
Change+$0.83 (+1.38%)
VolumeN/A
Net Assets29.86B
SVUIX vs VMVIX Comparison Chart
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SVUIX vs. VMVIX commentary
Apr 25, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. SVUIX (281M). 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 : 2.08 vs. SVUIX (-46.72). VMVIX return over 5 years is better than : 76.14 vs. SVUIX (-39.97).
| 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 | -8.247 | -5.268 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 29.9B | 1% |
| Annual Yield % from dividends | 4.01 | 2.20 | 182% |
| Returns for 1 year | -46.72 | 2.08 | -2,243% |
| Returns for 3 years | -56.93 | 4.92 | -1,156% |
| Returns for 5 years | -39.97 | 76.14 | -52% |
| Returns for 10 years | -60.55 | 69.06 | -88% |
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