Ad is loading...
Ad is loading...
SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.22
Change-$0.02 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
SVAAX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVAAX vs. VVIAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVAAX (8.26B). 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 (25.54) and SVAAX (25.51) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. SVAAX (28.46).
| 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 | 17.972 | 17.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 184B | 4% |
| Annual Yield % from dividends | 4.00 | 2.36 | 170% |
| Returns for 1 year | 25.51 | 25.54 | 100% |
| Returns for 3 years | 22.29 | 21.55 | 103% |
| Returns for 5 years | 28.46 | 50.78 | 56% |
| Returns for 10 years | 31.91 | 110.49 | 29% |