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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.06
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets8.12B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SVAIX vs VIVAX Comparison Chart
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SVAIX vs. VIVAX commentary
May 09, 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: 184B vs. SVAIX (8.12B). SVAIX pays higher dividends than VIVAX: SVAIX (3.59) vs VIVAX (2.22). 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). SVAIX annual gain was more profitable for investors over the last year : 11.73 vs. VIVAX (5.12). VIVAX return over 5 years is better than : 72.17 vs. SVAIX (61.48).
| 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 | 3.266 | -0.958 | -341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.12B | 184B | 4% |
| Annual Yield % from dividends | 3.59 | 2.22 | 162% |
| Returns for 1 year | 11.73 | 5.12 | 229% |
| Returns for 3 years | 9.34 | 20.66 | 45% |
| Returns for 5 years | 61.48 | 72.17 | 85% |
| Returns for 10 years | 35.63 | 96.24 | 37% |
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