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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$37.19
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets292.32M
Vanguard Mid-Cap Value Index Investor
Price$62.79
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets29.07B
SVUIX vs VMVIX Comparison Chart
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SVUIX vs. VMVIX commentary
May 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: 29.1B vs. SVUIX (292M). SVUIX pays higher dividends than VMVIX: SVUIX (4.09) vs VMVIX (2.27). 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 : 5.06 vs. SVUIX (-45.37). VMVIX return over 5 years is better than : 76.87 vs. SVUIX (-40.33).
| 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 | -3.553 | -1.356 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 29.1B | 1% |
| Annual Yield % from dividends | 4.09 | 2.27 | 180% |
| Returns for 1 year | -45.37 | 5.06 | -897% |
| Returns for 3 years | -52.82 | 15.37 | -344% |
| Returns for 5 years | -40.33 | 76.87 | -52% |
| Returns for 10 years | -58.34 | 75.55 | -77% |
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