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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$37.04
Change-$4.90 (-11.68%)
VolumeN/A
Net Assets301.15M
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Dec 27, 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 SVUIX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. SVUIX (301M). SVUIX pays higher dividends than VMVAX: SVUIX (3.78) vs VMVAX (2.14). SVUIX was incepted earlier than VMVAX: SVUIX (17 years) vs VMVAX (14 years). SVUIX (0.97) is less costly to investors than VMVAX (0.07). SVUIX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than SVUIX: VMVAX (3000) vs SVUIX (2000000). VMVAX annual gain was more profitable for investors over the last year : 9.73 vs. SVUIX (7.65). VMVAX return over 5 years is better than : 53.90 vs. SVUIX (-49.94).
| SVUIX | VMVAX | SVUIX / VMVAX | |
| Total Expense Ratio | 0.92 | 0.07 | 1,314% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 8.766 | 10.975 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 32.6B | 1% |
| Annual Yield % from dividends | 3.78 | 2.14 | 177% |
| Returns for 1 year | 7.65 | 9.73 | 79% |
| Returns for 3 years | -34.69 | 33.24 | -104% |
| Returns for 5 years | -49.94 | 53.90 | -93% |
| Returns for 10 years | -44.63 | 110.28 | -40% |
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