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SVACX vs VVIAX
SVACX vs VVIAX Comparison
Open Charts SVACX vs VVIAX
Federated Hermes Strategic Value Div C
Price$6.01
Change-$0.07 (-1.15%)
VolumeN/A
Net Assets8.18B
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
SVACX vs VVIAX Comparison Chart
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SVACX vs. VVIAX commentary
Jan 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVACX (8.18B). 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 : 17.28 vs. SVACX (14.12). VVIAX return over 5 years is better than : 47.22 vs. SVACX (22.82).
| 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 | 2.037 | 3.967 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 184B | 4% |
| Annual Yield % from dividends | 3.23 | 2.36 | 137% |
| Returns for 1 year | 14.12 | 17.28 | 82% |
| Returns for 3 years | 9.32 | 22.82 | 41% |
| Returns for 5 years | 22.82 | 47.22 | 48% |
| Returns for 10 years | 25.12 | 110.24 | 23% |
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