Interact to see
Advertisement
Advertisement
SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.03
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets8.17B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
SVAAX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVAAX vs. VIVAX commentary
May 24, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVAAX (8.17B). SVAAX pays higher dividends than VIVAX: SVAAX (3.37) vs VIVAX (2.22). SVAAX was incepted earlier than VIVAX: SVAAX (20 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 : 10.69 vs. VIVAX (4.71). VIVAX return over 5 years is better than : 75.18 vs. SVAAX (61.81).
| SVAAX | VIVAX | SVAAX / VIVAX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 3.893 | 0.375 | 1,039% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 184B | 4% |
| Annual Yield % from dividends | 3.37 | 2.22 | 152% |
| Returns for 1 year | 10.69 | 4.71 | 227% |
| Returns for 3 years | 7.75 | 21.97 | 35% |
| Returns for 5 years | 61.81 | 75.18 | 82% |
| Returns for 10 years | 33.86 | 97.35 | 35% |