Interact to see
Advertisement
Advertisement
SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$41.01
Change-$0.18 (-0.44%)
VolumeN/A
Net Assets300.88M
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
SVUIX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVUIX vs. VMVIX commentary
Dec 04, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. SVUIX (301M). SVUIX pays higher dividends than VMVIX: SVUIX (3.78) vs VMVIX (2.02). 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 : 0.92 vs. SVUIX (-45.34). VMVIX return over 5 years is better than : 51.17 vs. SVUIX (-48.72).
| 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 | 7.339 | 9.024 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 31.8B | 1% |
| Annual Yield % from dividends | 3.78 | 2.02 | 187% |
| Returns for 1 year | -45.34 | 0.92 | -4,948% |
| Returns for 3 years | -50.52 | 24.50 | -206% |
| Returns for 5 years | -48.72 | 51.17 | -95% |
| Returns for 10 years | -46.53 | 101.93 | -46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers