Interact to see
Advertisement
Advertisement
SVACX vs VIVAX
SVACX vs VIVAX Comparison
Open Charts SVACX vs VIVAX
Federated Hermes Strategic Value Div C
Price$6.06
Change-$0.08 (-1.30%)
VolumeN/A
Net Assets8.28B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
SVACX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVACX vs. VIVAX commentary
May 23, 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 SVACX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVACX (8.28B). SVACX pays higher dividends than VIVAX: SVACX (2.57) vs VIVAX (2.22). SVACX was incepted earlier than VIVAX: SVACX (20 years) vs VIVAX (33 years). SVACX (1.93) is less costly to investors than VIVAX (0.17). SVACX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVACX has a lower initial minimum investment than VIVAX: SVACX (1500) vs VIVAX (3000). SVACX annual gain was more profitable for investors over the last year : 10.45 vs. VIVAX (6.24). VIVAX return over 5 years is better than : 78.41 vs. SVACX (57.52).
| SVACX | VIVAX | SVACX / VIVAX | |
| Total Expense Ratio | 1.87 | 0.17 | 1,100% |
| Annual Report Gross Expense Ratio | 1.93 | 0.17 | 1,135% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 4.800 | 2.222 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.28B | 184B | 5% |
| Annual Yield % from dividends | 2.57 | 2.22 | 116% |
| Returns for 1 year | 10.45 | 6.24 | 167% |
| Returns for 3 years | 7.96 | 26.44 | 30% |
| Returns for 5 years | 57.52 | 78.41 | 73% |
| Returns for 10 years | 27.67 | 100.98 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement