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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$37.66
Change-$3.15 (-7.72%)
VolumeN/A
Net Assets299.37M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Feb 04, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. SVUIX (299M). VMVIX pays higher dividends than SVUIX: VMVIX (1.90) vs SVUIX (0.75). SVUIX was incepted earlier than VMVIX: SVUIX (18 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: 63.00 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 : 13.54 vs. SVUIX (-2.40). VMVIX return over 5 years is better than : 52.64 vs. SVUIX (-57.40).
| SVUIX | VMVIX | SVUIX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 3.263 | 5.515 | 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 | 1.90 | 39% |
| Returns for 1 year | -2.40 | 13.54 | -18% |
| Returns for 3 years | -46.17 | 29.32 | -157% |
| Returns for 5 years | -57.40 | 52.64 | -109% |
| Returns for 10 years | -45.74 | 142.71 | -32% |
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