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SVACX vs VVIAX
SVACX vs VVIAX Comparison
Open Charts SVACX vs VVIAX
Federated Hermes Strategic Value Div C
Price$6.26
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
SVACX vs VVIAX Comparison Chart
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SVACX vs. VVIAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVACX (8.41B). SVACX pays higher dividends than VVIAX: SVACX (2.51) vs VVIAX (2.26). SVACX was incepted earlier than VVIAX: SVACX (20 years) vs VVIAX (24 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 (10.00). 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 : 15.52 vs. VVIAX (6.58). VVIAX return over 5 years is better than : 97.80 vs. SVACX (73.34).
| 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 | 24 years | - |
| Gain YTD | 6.484 | 2.057 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 195B | 4% |
| Annual Yield % from dividends | 2.51 | 2.26 | 111% |
| Returns for 1 year | 15.52 | 6.58 | 236% |
| Returns for 3 years | 8.47 | 16.66 | 51% |
| Returns for 5 years | 73.34 | 97.80 | 75% |
| Returns for 10 years | 32.22 | 107.52 | 30% |
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