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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.06
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets8.12B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
SVAIX vs VVIAX Comparison Chart
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SVAIX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVAIX (8.12B). SVAIX pays higher dividends than VVIAX: SVAIX (3.59) vs VVIAX (2.34). SVAIX was incepted earlier than VVIAX: SVAIX (20 years) vs VVIAX (25 years). SVAIX (0.93) is less costly to investors than VVIAX (0.05). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVAIX: VVIAX (3000) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 11.73 vs. VVIAX (5.12). VVIAX return over 5 years is better than : 72.19 vs. SVAIX (61.48).
| SVAIX | VVIAX | SVAIX / VVIAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 3.266 | -0.957 | -341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.12B | 184B | 4% |
| Annual Yield % from dividends | 3.59 | 2.34 | 153% |
| Returns for 1 year | 11.73 | 5.12 | 229% |
| Returns for 3 years | 9.34 | 20.66 | 45% |
| Returns for 5 years | 61.48 | 72.19 | 85% |
| Returns for 10 years | 35.63 | 96.21 | 37% |
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