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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.45
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets8.71B
Vanguard Value Index I
Price$71.99
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX commentary
Sep 16, 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: 203B vs. SVAIX (8.71B). SVAIX pays higher dividends than VIVIX: SVAIX (3.30) vs VIVIX (2.11). 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). VIVIX annual gain was more profitable for investors over the last year : 7.97 vs. SVAIX (7.23). VIVIX return over 5 years is better than : 72.14 vs. SVAIX (65.64).
| 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 | 12.003 | 9.275 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 203B | 4% |
| Annual Yield % from dividends | 3.30 | 2.11 | 156% |
| Returns for 1 year | 7.23 | 7.97 | 91% |
| Returns for 3 years | 23.62 | 38.74 | 61% |
| Returns for 5 years | 65.64 | 72.14 | 91% |
| Returns for 10 years | 55.47 | 138.58 | 40% |
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