SVUIX
Price
$39.97
Change
+$0.13 (+0.33%)
Updated
Jul 25 closing price
Net Assets
305.03M
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
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SVUIX vs VMVIX

Header iconSVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIXBanner chart's image
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.03M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. SVUIX (305M). SVUIX pays higher dividends than VMVIX: SVUIX (3.94) vs VMVIX (2.14). 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 : 9.03 vs. SVUIX (-42.68). VMVIX return over 5 years is better than : 70.61 vs. SVUIX (-41.96).
SVUIXVMVIXSVUIX / VMVIX
Total Expense Ratio0.920.19484%
Annual Report Gross Expense Ratio0.970.19511%
Fund Existence17 years19 years-
Gain YTD3.3194.83169%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets305M30.6B1%
Annual Yield % from dividends3.942.14184%
Returns for 1 year-42.689.03-473%
Returns for 3 years-48.2127.30-177%
Returns for 5 years-41.9670.61-59%
Returns for 10 years-54.0091.78-59%
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