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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$39.80
Change+$0.30 (+0.76%)
VolumeN/A
Net Assets307.44M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Jul 06, 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 (307M). 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 : 12.13 vs. SVUIX (-40.28). VMVIX return over 5 years is better than : 76.99 vs. SVUIX (-39.07).
| 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 | 3.216 | 3.574 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 29.9B | 1% |
| Annual Yield % from dividends | 3.94 | 2.14 | 184% |
| Returns for 1 year | -40.28 | 12.13 | -332% |
| Returns for 3 years | -46.56 | 28.47 | -164% |
| Returns for 5 years | -39.07 | 76.99 | -51% |
| Returns for 10 years | -55.14 | 88.04 | -63% |
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