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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.59
Change+$0.09 (+1.38%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$72.34
Change+$0.98 (+1.37%)
VolumeN/A
Net Assets207.95B
SVAIX vs VIVAX Comparison Chart in %
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SVAIX vs. VIVAX commentary
Nov 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 SVAIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVAIX (8.7B). SVAIX pays higher dividends than VIVAX: SVAIX (3.33) vs VIVAX (1.98). SVAIX was incepted earlier than VIVAX: SVAIX (21 years) vs VIVAX (33 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 (9.00). 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 : 6.18 vs. VIVAX (2.44). VIVAX (61.10) and SVAIX (60.43) have equivalent 5 years return.
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 13.001 | 8.102 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 208B | 4% |
| Annual Yield % from dividends | 3.33 | 1.98 | 168% |
| Returns for 1 year | 6.18 | 2.44 | 253% |
| Returns for 3 years | 17.62 | 27.05 | 65% |
| Returns for 5 years | 60.43 | 61.10 | 99% |
| Returns for 10 years | 48.69 | 120.46 | 40% |
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