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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.42
Change-$0.03 (-0.47%)
VolumeN/A
Net Assets8.67B
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
SVAIX vs VIVAX Comparison Chart in %
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SVAIX vs. VIVAX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVAIX (8.67B). SVAIX pays higher dividends than VIVAX: SVAIX (3.30) vs VIVAX (1.99). SVAIX was incepted earlier than VIVAX: SVAIX (20 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). VIVAX annual gain was more profitable for investors over the last year : 6.86 vs. SVAIX (5.90). VIVAX return over 5 years is better than : 73.52 vs. SVAIX (66.45).
| 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 | 33 years | - |
| Gain YTD | 11.138 | 8.935 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 203B | 4% |
| Annual Yield % from dividends | 3.30 | 1.99 | 166% |
| Returns for 1 year | 5.90 | 6.86 | 86% |
| Returns for 3 years | 22.66 | 38.33 | 59% |
| Returns for 5 years | 66.45 | 73.52 | 90% |
| Returns for 10 years | 54.27 | 137.84 | 39% |
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