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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.58
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX commentary
Nov 20, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVAIX (8.8B). SVAIX pays higher dividends than VVIAX: SVAIX (3.33) vs VVIAX (2.09). SVAIX was incepted earlier than VVIAX: SVAIX (21 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 : 8.34 vs. VVIAX (5.07). VVIAX (62.97) and SVAIX (62.40) have equivalent 5 years return.
| 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 | 21 years | 25 years | - |
| Gain YTD | 14.392 | 9.352 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 208B | 4% |
| Annual Yield % from dividends | 3.33 | 2.09 | 159% |
| Returns for 1 year | 8.34 | 5.07 | 165% |
| Returns for 3 years | 20.81 | 30.25 | 69% |
| Returns for 5 years | 62.40 | 62.97 | 99% |
| Returns for 10 years | 50.77 | 123.10 | 41% |
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