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SVYAX vs VMVAX
SVYAX vs VMVAX Comparison
Open Charts SVYAX vs VMVAX
SEI US Managed Volatility A (SIIT)
Price$11.30
Change+$0.08 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
SVYAX vs VMVAX Comparison Chart
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SVYAX vs. VMVAX commentary
Dec 23, 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 SVYAX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. SVYAX (701M). SVYAX (2.21) and VMVAX (2.14) have matching dividends . SVYAX was incepted earlier than VMVAX: SVYAX (16 years) vs VMVAX (13 years). SVYAX is a more actively managed with annual turnover of: 67.00 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than SVYAX: VMVAX (3000) vs SVYAX (100000). VMVAX annual gain was more profitable for investors over the last year : 13.95 vs. SVYAX (7.08). VMVAX return over 5 years is better than : 37.82 vs. SVYAX (-11.82).
| SVYAX | VMVAX | SVYAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 6.172 | 12.871 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 32.8B | 2% |
| Annual Yield % from dividends | 2.21 | 2.14 | 104% |
| Returns for 1 year | 7.08 | 13.95 | 51% |
| Returns for 3 years | -9.07 | 12.21 | -74% |
| Returns for 5 years | -11.82 | 37.82 | -31% |
| Returns for 10 years | -2.85 | 84.51 | -3% |
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