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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.15
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets8.19B
Vanguard Value Index I
Price$69.33
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
SVAIX vs VIVIX Comparison Chart
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SVAIX vs. VIVIX commentary
Jan 31, 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: 184B vs. SVAIX (8.19B). SVAIX pays higher dividends than VIVIX: SVAIX (4.21) vs VIVIX (2.37). SVAIX was incepted earlier than VIVIX: SVAIX (20 years) vs VIVIX (27 years). 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 : 17.61 vs. VIVIX (16.72). VIVIX return over 5 years is better than : 50.85 vs. SVAIX (34.57).
| SVAIX | VIVIX | SVAIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 3.926 | 3.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 184B | 4% |
| Annual Yield % from dividends | 4.21 | 2.37 | 178% |
| Returns for 1 year | 17.61 | 16.72 | 105% |
| Returns for 3 years | 12.97 | 21.06 | 62% |
| Returns for 5 years | 34.57 | 50.85 | 68% |
| Returns for 10 years | 39.07 | 114.24 | 34% |
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