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SVACX vs VVIAX
SVACX vs VVIAX Comparison
Open Charts SVACX vs VVIAX
Federated Hermes Strategic Value Div C
Price$5.88
Change+$0.06 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
SVACX vs VVIAX Comparison Chart
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SVACX vs. VVIAX commentary
Dec 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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVACX (7.79B). 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 : 15.21 vs. SVACX (11.69). VVIAX return over 5 years is better than : 41.36 vs. SVACX (20.06).
| 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 | 10.665 | 14.042 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 195B | 4% |
| Annual Yield % from dividends | 3.23 | 2.36 | 137% |
| Returns for 1 year | 11.69 | 15.21 | 77% |
| Returns for 3 years | 11.59 | 18.26 | 63% |
| Returns for 5 years | 20.06 | 41.36 | 49% |
| Returns for 10 years | 23.43 | 99.61 | 24% |