SVAIX
Price
$5.38
Change
-$0.01 (-0.19%)
Updated
Mar 1, 6:59 PM EST
VIVAX
Price
$61.19
Change
+$0.36 (+0.59%)
Updated
Mar 1, 6:59 PM EST
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Compare trend and price SVAIX vs VIVAX

Header iconSVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAXBanner chart's image
Federated Hermes Strategic Value Div IS
Price$5.38
Change-$0.01 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$61.19
Change+$0.36 (+0.59%)
VolumeN/A
CapitalizationN/A
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SVAIX vs VIVAX Comparison Chart

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VS
SVAIX vs. VIVAX commentary
Mar 03, 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 Hold and VIVAX is a Buy.

FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 157B vs. SVAIX (7.84B). SVAIX pays higher dividends than VIVAX: SVAIX (4.40) vs VIVAX (2.23). SVAIX was incepted earlier than VIVAX: SVAIX (19 years) vs VIVAX (31 years). SVAIX (0.94) is less costly to investors than VIVAX (0.17). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (5.00). 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 : 11.97 vs. SVAIX (-1.85). VIVAX return over 5 years is better than : 45.06 vs. SVAIX (17.53).
SVAIXVIVAXSVAIX / VIVAX
Total Expense Ratio0.810.17476%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence19 years31 years-
Gain YTD-1.1384.939-23%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets7.84B157B5%
Annual Yield % from dividends4.402.23197%
Returns for 1 year-1.8511.97-15%
Returns for 3 years17.2224.3171%
Returns for 5 years17.5345.0639%
Returns for 10 years23.69108.1922%
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