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SVUIX vs VMVAX
SVUIX vs VMVAX Comparison
Open Charts SVUIX vs VMVAX
NAA SMid Cap Value Institutional
Price$37.66
Change-$3.15 (-7.72%)
VolumeN/A
Net Assets299.37M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
SVUIX vs VMVAX Comparison Chart in %
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SVUIX vs. VMVAX commentary
Feb 05, 2026
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: 33.2B vs. SVUIX (299M). VMVAX pays higher dividends than SVUIX: VMVAX (2.01) vs SVUIX (0.75). SVUIX was incepted earlier than VMVAX: SVUIX (18 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: 63.00 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 : 13.53 vs. SVUIX (-2.40). VMVAX return over 5 years is better than : 52.71 vs. SVUIX (-57.40).
| 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 | 18 years | 14 years | - |
| Gain YTD | 3.263 | 5.509 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 33.2B | 1% |
| Annual Yield % from dividends | 0.75 | 2.01 | 37% |
| Returns for 1 year | -2.40 | 13.53 | -18% |
| Returns for 3 years | -46.17 | 29.37 | -157% |
| Returns for 5 years | -57.40 | 52.71 | -109% |
| Returns for 10 years | -45.74 | 142.89 | -32% |
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