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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.11
Change-$0.04 (-0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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SVAAX vs VIVIX Comparison Chart
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SVAAX vs. VIVIX commentary
Sep 08, 2024
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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. SVAAX (8.25B). SVAAX pays higher dividends than VIVIX: SVAAX (4.00) vs VIVIX (2.37). SVAAX was incepted earlier than VIVIX: SVAAX (19 years) vs VIVIX (26 years). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (10.00). 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 : 24.27 vs. VIVIX (19.30). VIVIX return over 5 years is better than : 53.51 vs. SVAAX (32.83).
| SVAAX | VIVIX | SVAAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 16.169 | 13.506 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 183B | 5% |
| Annual Yield % from dividends | 4.00 | 2.37 | 169% |
| Returns for 1 year | 24.27 | 19.30 | 126% |
| Returns for 3 years | 21.63 | 19.68 | 110% |
| Returns for 5 years | 32.83 | 53.51 | 61% |
| Returns for 10 years | 33.20 | 107.57 | 31% |
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