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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$5.79
Change+$0.21 (+3.76%)
VolumeN/A
Net Assets7.56B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
SVAAX vs VVIAX Comparison Chart
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SVAAX vs. VVIAX commentary
Apr 11, 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: 191B vs. SVAAX (7.56B). SVAAX pays higher dividends than VVIAX: SVAAX (3.28) vs VVIAX (2.26). SVAAX was incepted earlier than VVIAX: SVAAX (20 years) vs VVIAX (24 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 (10.00). SVAAX has a lower initial minimum investment than VVIAX: SVAAX (1500) vs VVIAX (3000). SVAAX annual gain was more profitable for investors over the last year : 4.34 vs. VVIAX (-4.28). VVIAX return over 5 years is better than : 58.34 vs. SVAAX (47.85).
| 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 | 24 years | - |
| Gain YTD | -4.262 | -9.136 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 191B | 4% |
| Annual Yield % from dividends | 3.28 | 2.26 | 145% |
| Returns for 1 year | 4.34 | -4.28 | -101% |
| Returns for 3 years | -2.51 | 3.06 | -82% |
| Returns for 5 years | 47.85 | 58.34 | 82% |
| Returns for 10 years | 24.75 | 81.52 | 30% |
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