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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$5.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.93B
Vanguard Value Index I
Price$63.72
Change-$0.21 (-0.33%)
VolumeN/A
Net Assets190.51B
SVAIX vs VIVAX Comparison Chart
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SVAIX vs. VIVAX commentary
Apr 16, 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 SVAIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. SVAIX (7.93B). SVAIX pays higher dividends than VIVAX: SVAIX (3.49) vs VIVAX (2.14). SVAIX was incepted earlier than VIVAX: SVAIX (20 years) vs VIVAX (32 years). SVAIX (0.93) is less costly to investors than VIVAX (0.17). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than SVAIX: VIVAX (3000) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 14.48 vs. VIVAX (5.50). VIVAX return over 5 years is better than : 73.00 vs. SVAIX (61.51).
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 0.768 | -3.199 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93B | 191B | 4% |
| Annual Yield % from dividends | 3.49 | 2.14 | 163% |
| Returns for 1 year | 14.48 | 5.50 | 263% |
| Returns for 3 years | 3.62 | 10.85 | 33% |
| Returns for 5 years | 61.51 | 73.00 | 84% |
| Returns for 10 years | 33.65 | 94.77 | 36% |
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