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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.52
Change+$0.06 (+0.93%)
VolumeN/A
Net Assets8.67B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX commentary
Oct 19, 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 Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVAIX (8.67B). SVAIX pays higher dividends than VIVIX: SVAIX (3.20) vs VIVIX (2.09). SVAIX was incepted earlier than VIVIX: SVAIX (21 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 : 5.92 vs. VIVIX (4.64). VIVIX return over 5 years is better than : 71.78 vs. SVAIX (67.84).
| 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 | 21 years | 27 years | - |
| Gain YTD | 13.103 | 9.748 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 3.20 | 2.09 | 153% |
| Returns for 1 year | 5.92 | 4.64 | 127% |
| Returns for 3 years | 30.98 | 42.98 | 72% |
| Returns for 5 years | 67.84 | 71.78 | 95% |
| Returns for 10 years | 47.30 | 129.40 | 37% |
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