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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.27
Change-$0.01 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
SVAIX vs VIVAX Comparison Chart
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SVAIX vs. VIVAX commentary
Nov 18, 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 SVAIX is a Sell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVAIX (8.26B). SVAIX pays higher dividends than VIVAX: SVAIX (4.21) vs VIVAX (2.25). SVAIX was incepted earlier than VIVAX: SVAIX (20 years) vs VIVAX (32 years). 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 (25.82) and VIVAX (25.55) have marching annual gain over last year. VIVAX return over 5 years is better than : 50.81 vs. SVAIX (30.06).
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 18.270 | 17.912 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 184B | 4% |
| Annual Yield % from dividends | 4.21 | 2.25 | 187% |
| Returns for 1 year | 25.82 | 25.55 | 101% |
| Returns for 3 years | 23.23 | 21.58 | 108% |
| Returns for 5 years | 30.06 | 50.81 | 59% |
| Returns for 10 years | 34.76 | 110.46 | 31% |
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