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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.12
Change-$0.06 (-0.97%)
VolumeN/A
Net Assets8.38B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVAAX vs VIVIX Comparison Chart
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SVAAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SVAAX (8.38B). SVAAX pays higher dividends than VIVIX: SVAAX (3.48) vs VIVIX (2.29). 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 : 15.95 vs. VIVIX (8.01). VIVIX return over 5 years is better than : 72.56 vs. SVAAX (59.19).
| 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 | 5.790 | 2.452 | 236% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 189B | 4% |
| Annual Yield % from dividends | 3.48 | 2.29 | 152% |
| Returns for 1 year | 15.95 | 8.01 | 199% |
| Returns for 3 years | 16.65 | 32.19 | 52% |
| Returns for 5 years | 59.19 | 72.56 | 82% |
| Returns for 10 years | 41.05 | 103.54 | 40% |