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SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.23
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index I
Price$69.58
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets195.18B
SVAAX vs VIVAX Comparison Chart in %
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SVAAX vs. VIVAX commentary
Jul 11, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVAAX (8.47B). SVAAX pays higher dividends than VIVAX: SVAAX (3.34) vs VIVAX (2.06). 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 : 16.38 vs. VIVAX (11.03). VIVAX return over 5 years is better than : 78.20 vs. SVAAX (65.54).
| 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 | 7.831 | 5.255 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 195B | 4% |
| Annual Yield % from dividends | 3.34 | 2.06 | 162% |
| Returns for 1 year | 16.38 | 11.03 | 149% |
| Returns for 3 years | 16.18 | 34.12 | 47% |
| Returns for 5 years | 65.54 | 78.20 | 84% |
| Returns for 10 years | 40.92 | 112.88 | 36% |
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