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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.17
Change-$0.06 (-0.96%)
VolumeN/A
Net Assets8.38B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVALX vs VIVAX Comparison Chart
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SVALX vs. VIVAX commentary
Jun 15, 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: 189B vs. SVALX (8.38B). SVALX pays higher dividends than VIVAX: SVALX (3.71) vs VIVAX (2.16). 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). SVALX annual gain was more profitable for investors over the last year : 16.11 vs. VIVAX (8.01). VIVAX return over 5 years is better than : 72.56 vs. SVALX (61.40).
| 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 | 5.856 | 2.419 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 189B | 4% |
| Annual Yield % from dividends | 3.71 | 2.16 | 172% |
| Returns for 1 year | 16.11 | 8.01 | 201% |
| Returns for 3 years | 17.65 | 32.20 | 55% |
| Returns for 5 years | 61.40 | 72.56 | 85% |
| Returns for 10 years | N/A | 103.54 | - |
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