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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$39.97
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets305.89M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Jul 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. SVUIX (306M). SVUIX pays higher dividends than VMVIX: SVUIX (3.94) vs VMVIX (2.14). SVUIX was incepted earlier than VMVIX: SVUIX (17 years) vs VMVIX (19 years). SVUIX (0.97) is less costly to investors than VMVIX (0.19). SVUIX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than SVUIX: VMVIX (3000) vs SVUIX (2000000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. SVUIX (-42.50). VMVIX return over 5 years is better than : 71.74 vs. SVUIX (-41.77).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 3.657 | 5.522 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 30.6B | 1% |
| Annual Yield % from dividends | 3.94 | 2.14 | 184% |
| Returns for 1 year | -42.50 | 9.75 | -436% |
| Returns for 3 years | -48.04 | 28.14 | -171% |
| Returns for 5 years | -41.77 | 71.74 | -58% |
| Returns for 10 years | -53.85 | 93.04 | -58% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETJ | 8.99 | 0.07 | +0.78% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| DFAS | 66.00 | 0.31 | +0.47% |
| Dimensional US Small Cap ETF | |||
| DVND | 33.81 | N/A | N/A |
| Touchstone Dividend Select ETF | |||
| PCQ | 8.28 | -0.01 | -0.18% |
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| EBIT | 32.35 | -0.19 | -0.60% |
| Harbor AlphaEdge Small Cap Earners ETF | |||