SVUIX
Price
$40.40
Change
-$0.22 (-0.54%)
Updated
Sep 25 closing price
Net Assets
302.55M
VMVIX
Price
$67.81
Change
-$0.51 (-0.75%)
Updated
Sep 25 closing price
Net Assets
32.03B
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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$40.40
Change-$0.22 (-0.54%)
VolumeN/A
Net Assets302.55M
Vanguard Mid-Cap Value Index Investor
Price$67.81
Change-$0.51 (-0.75%)
VolumeN/A
Net Assets32.03B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Sep 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: 32B vs. SVUIX (303M). 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 : 4.55 vs. SVUIX (-43.00). VMVIX return over 5 years is better than : 76.20 vs. SVUIX (-38.71).
SVUIXVMVIXSVUIX / VMVIX
Total Expense Ratio0.920.19484%
Annual Report Gross Expense Ratio0.970.19511%
Fund Existence17 years19 years-
Gain YTD5.3427.34573%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets303M32B1%
Annual Yield % from dividends3.812.04187%
Returns for 1 year-43.004.55-946%
Returns for 3 years-42.4041.66-102%
Returns for 5 years-38.7176.20-51%
Returns for 10 years-49.72116.59-43%
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