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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$5.82
Change-$0.14 (-2.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SVAAX vs VVIAX Comparison Chart
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SVAAX vs. VVIAX commentary
Dec 19, 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVAAX (7.97B). SVAAX pays higher dividends than VVIAX: SVAAX (4.00) vs VVIAX (2.36). SVAAX was incepted earlier than VVIAX: SVAAX (20 years) vs VVIAX (24 years). 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). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. SVAAX (14.29). VVIAX return over 5 years is better than : 44.62 vs. SVAAX (27.46).
| SVAAX | VVIAX | SVAAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 13.436 | 16.051 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 195B | 4% |
| Annual Yield % from dividends | 4.00 | 2.36 | 170% |
| Returns for 1 year | 14.29 | 16.45 | 87% |
| Returns for 3 years | 16.46 | 20.49 | 80% |
| Returns for 5 years | 27.46 | 44.62 | 62% |
| Returns for 10 years | 33.81 | 104.84 | 32% |
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