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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.03
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets8.17B
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
SVAAX vs VIVIX Comparison Chart
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SVAAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVAAX (8.17B). SVAAX pays higher dividends than VIVIX: SVAAX (3.37) vs VIVIX (2.35). SVAAX was incepted earlier than VIVIX: SVAAX (20 years) vs VIVIX (27 years). SVAAX (1.17) is less costly to investors than VIVIX (0.04). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVAAX has a lower initial minimum investment than VIVIX: SVAAX (1500) vs VIVIX (5000000). SVAAX annual gain was more profitable for investors over the last year : 10.69 vs. VIVIX (4.71). VIVIX return over 5 years is better than : 75.20 vs. SVAAX (61.81).
| SVAAX | VIVIX | SVAAX / VIVIX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 3.893 | 0.391 | 994% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 184B | 4% |
| Annual Yield % from dividends | 3.37 | 2.35 | 143% |
| Returns for 1 year | 10.69 | 4.71 | 227% |
| Returns for 3 years | 7.75 | 21.97 | 35% |
| Returns for 5 years | 61.81 | 75.20 | 82% |
| Returns for 10 years | 33.86 | 97.31 | 35% |
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