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SDVRX vs VMVAX
SDVRX vs VMVAX Comparison
Open Charts SDVRX vs VMVAX
PGIM Quant Solutions Mid-Cap Val R
Price$26.64
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets166.94M
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
SDVRX vs VMVAX Comparison Chart in %
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SDVRX vs. VMVAX commentary
Sep 07, 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 SDVRX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. SDVRX (167M). VMVAX pays higher dividends than SDVRX: VMVAX (2.15) vs SDVRX (1.04). SDVRX was incepted earlier than VMVAX: SDVRX (11 years) vs VMVAX (14 years). SDVRX (5.93) is less costly to investors than VMVAX (0.07). SDVRX is a more actively managed with annual turnover of: 97.00 vs. VMVAX (19.00). SDVRX has a lower initial minimum investment than VMVAX: SDVRX (0) vs VMVAX (3000). SDVRX annual gain was more profitable for investors over the last year : 10.37 vs. VMVAX (7.09). SDVRX return over 5 years is better than : 91.95 vs. VMVAX (67.53).
| SDVRX | VMVAX | SDVRX / VMVAX | |
| Total Expense Ratio | 1.45 | 0.07 | 2,071% |
| Annual Report Gross Expense Ratio | 5.93 | 0.07 | 8,471% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.161 | 6.774 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 32B | 1% |
| Annual Yield % from dividends | 1.04 | 2.15 | 48% |
| Returns for 1 year | 10.37 | 7.09 | 146% |
| Returns for 3 years | 32.85 | 29.13 | 113% |
| Returns for 5 years | 91.95 | 67.53 | 136% |
| Returns for 10 years | 47.95 | 101.69 | 47% |
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