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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.59
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets8.89B
Vanguard Value Index I
Price$74.30
Change+$0.47 (+0.64%)
VolumeN/A
Net Assets207.95B
SVAAX vs VIVIX Comparison Chart in %
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SVAAX vs. VIVIX commentary
Nov 29, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVAAX (8.89B). SVAAX pays higher dividends than VIVIX: SVAAX (3.11) vs VIVIX (2.10). SVAAX was incepted earlier than VIVIX: SVAAX (21 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 : 7.64 vs. VIVIX (4.51). VIVIX return over 5 years is better than : 62.39 vs. SVAAX (58.93).
| 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 | 21 years | 27 years | - |
| Gain YTD | 15.561 | 11.900 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 208B | 4% |
| Annual Yield % from dividends | 3.11 | 2.10 | 148% |
| Returns for 1 year | 7.64 | 4.51 | 169% |
| Returns for 3 years | 18.52 | 32.12 | 58% |
| Returns for 5 years | 58.93 | 62.39 | 94% |
| Returns for 10 years | 48.86 | 126.11 | 39% |
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