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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$40.39
Change-$0.55 (-1.34%)
VolumeN/A
Net Assets299.37M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. SVUIX (299M). SVUIX pays higher dividends than VMVAX: SVUIX (3.83) vs VMVAX (2.20). 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 : 2.82 vs. SVUIX (-45.65). VMVAX return over 5 years is better than : 56.57 vs. SVUIX (-46.94).
| 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 | 6.172 | 8.872 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 31.8B | 1% |
| Annual Yield % from dividends | 3.83 | 2.20 | 174% |
| Returns for 1 year | -45.65 | 2.82 | -1,619% |
| Returns for 3 years | -49.92 | 26.82 | -186% |
| Returns for 5 years | -46.94 | 56.57 | -83% |
| Returns for 10 years | -50.81 | 108.57 | -47% |
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