Ad is loading...
Ad is loading...
SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$9.22
Change-$0.09 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
SVUIX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVUIX vs. VMVIX commentary
Nov 18, 2024
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: 30.9B vs. SVUIX (360M). SVUIX pays higher dividends than VMVIX: SVUIX (2.24) vs VMVIX (2.03). SVUIX was incepted earlier than VMVIX: SVUIX (16 years) vs VMVIX (18 years). 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 : 27.06 vs. SVUIX (16.49). VMVIX return over 5 years is better than : 47.37 vs. SVUIX (-2.53).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 12.852 | 17.315 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 30.9B | 1% |
| Annual Yield % from dividends | 2.24 | 2.03 | 111% |
| Returns for 1 year | 16.49 | 27.06 | 61% |
| Returns for 3 years | -25.79 | 13.52 | -191% |
| Returns for 5 years | -2.53 | 47.37 | -5% |
| Returns for 10 years | -23.04 | 96.63 | -24% |