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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.48B
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
SVAIX vs VIVIX Comparison Chart
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SVAIX vs. VIVIX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVAIX (8.48B). SVAIX pays higher dividends than VIVIX: SVAIX (3.54) vs VIVIX (2.20). 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 (10.00). 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 : 19.90 vs. VIVIX (10.22). VIVIX return over 5 years is better than : 64.64 vs. SVAIX (46.74).
| 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 | 7.447 | 3.074 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 195B | 4% |
| Annual Yield % from dividends | 3.54 | 2.20 | 161% |
| Returns for 1 year | 19.90 | 10.22 | 195% |
| Returns for 3 years | 17.77 | 24.25 | 73% |
| Returns for 5 years | 46.74 | 64.64 | 72% |
| Returns for 10 years | 50.35 | 111.18 | 45% |