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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
SVAAX vs VVIAX Comparison Chart
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SVAAX vs. VVIAX commentary
Jun 06, 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: 189B vs. SVAAX (8.21B). SVAAX pays higher dividends than VVIAX: SVAAX (3.48) vs VVIAX (2.28). 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). SVAAX annual gain was more profitable for investors over the last year : 12.36 vs. VVIAX (6.91). VVIAX return over 5 years is better than : 59.00 vs. SVAAX (48.46).
| 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 | 4.579 | 1.452 | 315% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 189B | 4% |
| Annual Yield % from dividends | 3.48 | 2.28 | 153% |
| Returns for 1 year | 12.36 | 6.91 | 179% |
| Returns for 3 years | 6.97 | 20.08 | 35% |
| Returns for 5 years | 48.46 | 59.00 | 82% |
| Returns for 10 years | 40.40 | 103.66 | 39% |
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