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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.38
Change-$0.03 (-0.47%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
SVAAX vs VVIAX Comparison Chart in %
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SVAAX vs. VVIAX commentary
Sep 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SVAAX (8.69B). SVAAX pays higher dividends than VVIAX: SVAAX (3.09) vs VVIAX (2.10). SVAAX was incepted earlier than VVIAX: SVAAX (20 years) vs VVIAX (25 years). SVAAX (1.17) is less costly to investors than VVIAX (0.05). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). SVAAX has a lower initial minimum investment than VVIAX: SVAAX (1500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.12 vs. SVAAX (8.43). VVIAX return over 5 years is better than : 71.22 vs. SVAAX (64.01).
| SVAAX | VVIAX | SVAAX / VVIAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 11.555 | 7.850 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.09 | 2.10 | 147% |
| Returns for 1 year | 8.43 | 9.12 | 92% |
| Returns for 3 years | 19.84 | 32.01 | 62% |
| Returns for 5 years | 64.01 | 71.22 | 90% |
| Returns for 10 years | 53.44 | 133.20 | 40% |
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