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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SVALX vs VIVAX Comparison Chart in %
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SVALX vs. VIVAX commentary
Sep 06, 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 SVALX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVALX (8.69B). SVALX pays higher dividends than VIVAX: SVALX (3.31) vs VIVAX (1.99). SVALX was incepted earlier than VIVAX: SVALX (9 years) vs VIVAX (33 years). SVALX (0.85) is less costly to investors than VIVAX (0.17). SVALX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVALX has a lower initial minimum investment than VIVAX: SVALX (0) vs VIVAX (3000). VIVAX (8.09) and SVALX (7.95) have marching annual gain over last year. VIVAX return over 5 years is better than : 70.73 vs. SVALX (66.25).
| SVALX | VIVAX | SVALX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 11.656 | 8.193 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.31 | 1.99 | 167% |
| Returns for 1 year | 7.95 | 8.09 | 98% |
| Returns for 3 years | 23.92 | 37.08 | 65% |
| Returns for 5 years | 66.25 | 70.73 | 94% |
| Returns for 10 years | N/A | 132.39 | - |
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