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SVACX vs VVIAX
SVACX vs VVIAX Comparison
Open Charts SVACX vs VVIAX
Federated Hermes Strategic Value Div C
Price$6.35
Change+$0.04 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
SVACX vs VVIAX Comparison Chart
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SVACX vs. VVIAX commentary
Nov 23, 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 SVACX is a StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVACX (8.31B). SVACX pays higher dividends than VVIAX: SVACX (3.23) vs VVIAX (2.36). SVACX was incepted earlier than VVIAX: SVACX (20 years) vs VVIAX (24 years). SVACX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). SVACX has a lower initial minimum investment than VVIAX: SVACX (1500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 26.09 vs. SVACX (24.59). VVIAX return over 5 years is better than : 53.09 vs. SVACX (25.95).
| SVACX | VVIAX | SVACX / 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 | 18.424 | 19.672 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.31B | 184B | 5% |
| Annual Yield % from dividends | 3.23 | 2.36 | 137% |
| Returns for 1 year | 24.59 | 26.09 | 94% |
| Returns for 3 years | 22.00 | 24.77 | 89% |
| Returns for 5 years | 25.95 | 53.09 | 49% |
| Returns for 10 years | 25.62 | 112.26 | 23% |