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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$5.86
Change-$0.15 (-2.50%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
SVAIX vs VIVIX Comparison Chart
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SVAIX vs. VIVIX commentary
Dec 19, 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 Sell and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVAIX (7.97B). SVAIX pays higher dividends than VIVIX: SVAIX (4.21) vs VIVIX (2.37). SVAIX was incepted earlier than VIVIX: SVAIX (20 years) vs VIVIX (26 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). VIVIX annual gain was more profitable for investors over the last year : 16.43 vs. SVAIX (14.65). VIVIX return over 5 years is better than : 44.60 vs. SVAIX (29.28).
| SVAIX | VIVIX | SVAIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 13.782 | 16.034 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 195B | 4% |
| Annual Yield % from dividends | 4.21 | 2.37 | 178% |
| Returns for 1 year | 14.65 | 16.43 | 89% |
| Returns for 3 years | 17.61 | 20.48 | 86% |
| Returns for 5 years | 29.28 | 44.60 | 66% |
| Returns for 10 years | 36.94 | 104.87 | 35% |
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