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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
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SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Jun 15, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. SVUIX (305M). VMVIX pays higher dividends than SVUIX: VMVIX (1.77) vs SVUIX (0.71). SVUIX was incepted earlier than VMVIX: SVUIX (18 years) vs VMVIX (20 years). SVUIX (0.99) is less costly to investors than VMVIX (0.19). SVUIX is a more actively managed with annual turnover of: 63.00 vs. VMVIX (23.00). 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 : 21.86 vs. SVUIX (6.75). VMVIX return over 5 years is better than : 38.80 vs. SVUIX (-60.59).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.99 | 0.19 | 521% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 11.791 | 12.278 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 36.6B | 1% |
| Annual Yield % from dividends | 0.71 | 1.77 | 40% |
| Returns for 1 year | 6.75 | 21.86 | 31% |
| Returns for 3 years | -37.65 | 47.07 | -80% |
| Returns for 5 years | -60.59 | 38.80 | -156% |
| Returns for 10 years | -48.95 | 130.23 | -38% |
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