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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.49
Change-$0.07 (-1.07%)
VolumeN/A
Net Assets8.83B
Vanguard Value Index I
Price$71.02
Change-$0.55 (-0.77%)
VolumeN/A
Net Assets195.81B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX commentary
Aug 27, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SVAIX (8.83B). SVAIX pays higher dividends than VIVIX: SVAIX (3.52) vs VIVIX (2.19). SVAIX was incepted earlier than VIVIX: SVAIX (20 years) vs VIVIX (27 years). SVAIX (0.93) is less costly to investors than VIVIX (0.04). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVAIX has a lower initial minimum investment than VIVIX: SVAIX (1000000) vs VIVIX (5000000). SVAIX annual gain was more profitable for investors over the last year : 10.78 vs. VIVIX (7.68). VIVIX return over 5 years is better than : 72.18 vs. SVAIX (67.34).
| SVAIX | VIVIX | SVAIX / VIVIX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 13.230 | 8.442 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.83B | 196B | 5% |
| Annual Yield % from dividends | 3.52 | 2.19 | 161% |
| Returns for 1 year | 10.78 | 7.68 | 140% |
| Returns for 3 years | 22.02 | 33.28 | 66% |
| Returns for 5 years | 67.34 | 72.18 | 93% |
| Returns for 10 years | 55.00 | 130.75 | 42% |
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