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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.17
Change-$0.05 (-0.80%)
VolumeN/A
Net Assets8.38B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVAIX vs VIVAX Comparison Chart
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SVAIX vs. VIVAX commentary
Jun 15, 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: 189B vs. SVAIX (8.38B). SVAIX pays higher dividends than VIVAX: SVAIX (3.70) vs VIVAX (2.16). 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 : 16.09 vs. VIVAX (8.01). VIVAX return over 5 years is better than : 72.56 vs. SVAIX (61.24).
| 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 | 6.026 | 2.419 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 189B | 4% |
| Annual Yield % from dividends | 3.70 | 2.16 | 172% |
| Returns for 1 year | 16.09 | 8.01 | 201% |
| Returns for 3 years | 17.58 | 32.20 | 55% |
| Returns for 5 years | 61.24 | 72.56 | 84% |
| Returns for 10 years | 44.05 | 103.54 | 43% |
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