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SVACX vs VVIAX
SVACX vs VVIAX Comparison
Open Charts SVACX vs VVIAX
Federated Hermes Strategic Value Div C
Price$6.06
Change-$0.08 (-1.30%)
VolumeN/A
Net Assets8.28B
Vanguard Value Index Adm
Price$66.28
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
SVACX vs VVIAX Comparison Chart
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SVACX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVACX (8.28B). SVACX pays higher dividends than VVIAX: SVACX (2.57) vs VVIAX (2.34). SVACX was incepted earlier than VVIAX: SVACX (20 years) vs VVIAX (25 years). SVACX (1.93) is less costly to investors than VVIAX (0.05). SVACX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). SVACX has a lower initial minimum investment than VVIAX: SVACX (1500) vs VVIAX (3000). SVACX annual gain was more profitable for investors over the last year : 10.45 vs. VVIAX (6.25). VVIAX return over 5 years is better than : 78.45 vs. SVACX (57.52).
| SVACX | VVIAX | SVACX / VVIAX | |
| Total Expense Ratio | 1.87 | 0.05 | 3,740% |
| Annual Report Gross Expense Ratio | 1.93 | 0.05 | 3,860% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.800 | 2.239 | 214% |
| 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 | 2.34 | 110% |
| Returns for 1 year | 10.45 | 6.25 | 167% |
| Returns for 3 years | 7.96 | 26.44 | 30% |
| Returns for 5 years | 57.52 | 78.45 | 73% |
| Returns for 10 years | 27.67 | 100.97 | 27% |
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