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SVUIX vs VSIAX
SVUIX vs VSIAX Comparison
Open Charts SVUIX vs VSIAX
NAA SMid Cap Value Institutional
Price$9.15
Change-$0.11 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
SVUIX vs VSIAX Comparison Chart
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SVUIX vs. VSIAX commentary
Dec 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. SVUIX (355M). SVUIX pays higher dividends than VSIAX: SVUIX (2.24) vs VSIAX (2.01). SVUIX was incepted earlier than VSIAX: SVUIX (16 years) vs VSIAX (13 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than SVUIX: VSIAX (3000) vs SVUIX (2000000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. SVUIX (14.23). VSIAX return over 5 years is better than : 52.83 vs. SVUIX (-3.40).
| SVUIX | VSIAX | SVUIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 11.995 | 15.031 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63B | 1% |
| Annual Yield % from dividends | 2.24 | 2.01 | 112% |
| Returns for 1 year | 14.23 | 16.23 | 88% |
| Returns for 3 years | -2.55 | 20.67 | -12% |
| Returns for 5 years | -3.40 | 52.83 | -6% |
| Returns for 10 years | -10.45 | 105.65 | -10% |
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