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SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.53
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SVAAX vs VIVAX Comparison Chart in %
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SVAAX vs. VIVAX commentary
Nov 20, 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 SVAAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVAAX (8.8B). SVAAX pays higher dividends than VIVAX: SVAAX (3.11) vs VIVAX (1.98). SVAAX was incepted earlier than VIVAX: SVAAX (21 years) vs VIVAX (33 years). SVAAX (1.17) is less costly to investors than VIVAX (0.17). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVAAX has a lower initial minimum investment than VIVAX: SVAAX (1500) vs VIVAX (3000). SVAAX annual gain was more profitable for investors over the last year : 7.96 vs. VIVAX (5.05). VIVAX (62.93) and SVAAX (60.36) have equivalent 5 years return.
| SVAAX | VIVAX | SVAAX / VIVAX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 14.083 | 9.329 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 208B | 4% |
| Annual Yield % from dividends | 3.11 | 1.98 | 158% |
| Returns for 1 year | 7.96 | 5.05 | 158% |
| Returns for 3 years | 19.88 | 30.23 | 66% |
| Returns for 5 years | 60.36 | 62.93 | 96% |
| Returns for 10 years | 47.45 | 123.10 | 39% |
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