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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.00
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets8.04B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SVAAX vs VVIAX Comparison Chart
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SVAAX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVAAX (8.04B). 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 : 18.18 vs. SVAAX (16.16). VVIAX return over 5 years is better than : 44.18 vs. SVAAX (26.64).
| 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 | 2.215 | 3.195 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 184B | 4% |
| Annual Yield % from dividends | 4.00 | 2.36 | 170% |
| Returns for 1 year | 16.16 | 18.18 | 89% |
| Returns for 3 years | 9.59 | 18.46 | 52% |
| Returns for 5 years | 26.64 | 44.18 | 60% |
| Returns for 10 years | 33.54 | 111.13 | 30% |
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