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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.28
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SVAIX vs VVIAX Comparison Chart
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SVAIX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. SVAIX (8.41B). 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). SVAIX annual gain was more profitable for investors over the last year : 20.71 vs. VVIAX (13.46). VVIAX return over 5 years is better than : 47.22 vs. SVAIX (34.50).
| 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 | 6.469 | 4.164 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 193B | 4% |
| Annual Yield % from dividends | 4.21 | 2.36 | 179% |
| Returns for 1 year | 20.71 | 13.46 | 154% |
| Returns for 3 years | 16.30 | 23.94 | 68% |
| Returns for 5 years | 34.50 | 47.22 | 73% |
| Returns for 10 years | 41.53 | 105.55 | 39% |
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