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SDVRX vs VMVIX
SDVRX vs VMVIX Comparison
Open Charts SDVRX vs VMVIX
PGIM Quant Solutions Mid-Cap Val R
Price$24.36
Change-$0.31 (-1.26%)
VolumeN/A
Net Assets157.04M
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
SDVRX vs VMVIX Comparison Chart
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SDVRX vs. VMVIX commentary
Jun 16, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. SDVRX (157M). VMVIX pays higher dividends than SDVRX: VMVIX (2.19) vs SDVRX (1.14). SDVRX was incepted earlier than VMVIX: SDVRX (10 years) vs VMVIX (19 years). SDVRX (5.93) is less costly to investors than VMVIX (0.19). SDVRX is a more actively managed with annual turnover of: 97.00 vs. VMVIX (19.00). SDVRX has a lower initial minimum investment than VMVIX: SDVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. SDVRX (5.73). SDVRX return over 5 years is better than : 86.92 vs. VMVIX (69.17).
| SDVRX | VMVIX | SDVRX / VMVIX | |
| Total Expense Ratio | 1.45 | 0.19 | 763% |
| Annual Report Gross Expense Ratio | 5.93 | 0.19 | 3,121% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | -1.096 | -0.052 | 2,107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 29.9B | 1% |
| Annual Yield % from dividends | 1.14 | 2.19 | 52% |
| Returns for 1 year | 5.73 | 7.21 | 79% |
| Returns for 3 years | 22.73 | 24.97 | 91% |
| Returns for 5 years | 86.92 | 69.17 | 126% |
| Returns for 10 years | 26.67 | 78.71 | 34% |
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