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SVUIX vs VMVIX
SVUIX vs VMVIX Comparison
Open Charts SVUIX vs VMVIX
NAA SMid Cap Value Institutional
Price$41.94
Change-$0.17 (-0.40%)
VolumeN/A
Net Assets301.15M
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
SVUIX vs VMVIX Comparison Chart in %
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SVUIX vs. VMVIX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B 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 : 9.73 vs. SVUIX (7.65). VMVIX return over 5 years is better than : 53.81 vs. SVUIX (-49.94).
| 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 | 8.766 | 10.973 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 32.6B | 1% |
| Annual Yield % from dividends | 3.78 | 2.02 | 187% |
| Returns for 1 year | 7.65 | 9.73 | 79% |
| Returns for 3 years | -34.69 | 33.21 | -104% |
| Returns for 5 years | -49.94 | 53.81 | -93% |
| Returns for 10 years | -44.63 | 110.07 | -41% |
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