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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.49
Change-$0.07 (-1.07%)
VolumeN/A
Net Assets8.83B
Vanguard Value Index Adm
Price$71.02
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets195.81B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX commentary
Aug 27, 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: 196B vs. SVAIX (8.83B). SVAIX pays higher dividends than VVIAX: SVAIX (3.52) 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 : 10.78 vs. VVIAX (7.69). VVIAX return over 5 years is better than : 72.20 vs. SVAIX (67.34).
| 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 | 13.230 | 8.441 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.83B | 196B | 5% |
| Annual Yield % from dividends | 3.52 | 2.18 | 162% |
| Returns for 1 year | 10.78 | 7.69 | 140% |
| Returns for 3 years | 22.02 | 33.30 | 66% |
| Returns for 5 years | 67.34 | 72.20 | 93% |
| Returns for 10 years | 55.00 | 130.78 | 42% |
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