Interact to see
Advertisement
Advertisement
SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.12
Change-$0.06 (-0.97%)
VolumeN/A
Net Assets8.38B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVAAX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVAAX vs. VIVAX commentary
Jun 16, 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: 189B vs. SVAAX (8.38B). SVAAX pays higher dividends than VIVAX: SVAAX (3.48) vs VIVAX (2.16). 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 : 15.95 vs. VIVAX (8.01). VIVAX return over 5 years is better than : 72.56 vs. SVAAX (59.19).
| 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 | 5.790 | 2.419 | 239% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 189B | 4% |
| Annual Yield % from dividends | 3.48 | 2.16 | 161% |
| Returns for 1 year | 15.95 | 8.01 | 199% |
| Returns for 3 years | 16.65 | 32.20 | 52% |
| Returns for 5 years | 59.19 | 72.56 | 82% |
| Returns for 10 years | 41.05 | 103.54 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers