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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.29
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX commentary
Jul 05, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVAIX (8.47B). SVAIX pays higher dividends than VVIAX: SVAIX (3.57) vs VVIAX (2.18). 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 : 17.53 vs. VVIAX (12.03). VVIAX return over 5 years is better than : 80.13 vs. SVAIX (65.28).
| 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 | 8.424 | 6.198 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 3.57 | 2.18 | 164% |
| Returns for 1 year | 17.53 | 12.03 | 146% |
| Returns for 3 years | 15.96 | 35.17 | 45% |
| Returns for 5 years | 65.28 | 80.13 | 81% |
| Returns for 10 years | 47.08 | 115.67 | 41% |
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