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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$5.86
Change-$0.15 (-2.50%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SVAIX vs VVIAX Comparison Chart
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SVAIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SVAIX (7.97B). SVAIX pays higher dividends than VVIAX: SVAIX (4.21) vs VVIAX (2.36). SVAIX was incepted earlier than VVIAX: SVAIX (20 years) vs VVIAX (24 years). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than SVAIX: VVIAX (3000) vs SVAIX (1000000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. SVAIX (14.65). VVIAX return over 5 years is better than : 44.62 vs. SVAIX (29.28).
| SVAIX | VVIAX | SVAIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 13.782 | 16.051 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 195B | 4% |
| Annual Yield % from dividends | 4.21 | 2.36 | 179% |
| Returns for 1 year | 14.65 | 16.45 | 89% |
| Returns for 3 years | 17.61 | 20.49 | 86% |
| Returns for 5 years | 29.28 | 44.62 | 66% |
| Returns for 10 years | 36.94 | 104.84 | 35% |
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