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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.07
Change+$0.06 (+1.00%)
VolumeN/A
Net Assets8.12B
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
SVAAX vs VVIAX Comparison Chart
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SVAAX vs. VVIAX commentary
May 05, 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 (8.12B). SVAAX pays higher dividends than VVIAX: SVAAX (3.37) vs VVIAX (2.34). 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 (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 : 14.50 vs. VVIAX (7.67). VVIAX return over 5 years is better than : 76.47 vs. SVAAX (64.52).
| 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 | 4.237 | -0.336 | -1,262% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.12B | 191B | 4% |
| Annual Yield % from dividends | 3.37 | 2.34 | 144% |
| Returns for 1 year | 14.50 | 7.67 | 189% |
| Returns for 3 years | 10.93 | 19.07 | 57% |
| Returns for 5 years | 64.52 | 76.47 | 84% |
| Returns for 10 years | 36.56 | 98.86 | 37% |