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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$40.39
Change-$0.55 (-1.34%)
VolumeN/A
Net Assets299.37M
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. SVUIX (299M). SVUIX pays higher dividends than VMVIX: SVUIX (3.83) vs VMVIX (2.08). 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 : 2.82 vs. SVUIX (-45.65). VMVIX return over 5 years is better than : 56.50 vs. SVUIX (-46.94).
| 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 | 6.172 | 8.851 | 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 | 2.08 | 184% |
| Returns for 1 year | -45.65 | 2.82 | -1,620% |
| Returns for 3 years | -49.92 | 26.77 | -187% |
| Returns for 5 years | -46.94 | 56.50 | -83% |
| Returns for 10 years | -50.81 | 108.40 | -47% |
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