Interact to see
Advertisement
Advertisement
SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.52
Change+$0.06 (+0.93%)
VolumeN/A
Net Assets8.67B
SVALX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVALX vs. VIVAX commentary
Oct 18, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVALX (8.67B). SVALX pays higher dividends than VIVAX: SVALX (3.22) vs VIVAX (1.97). 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 : 4.96 vs. VIVAX (4.11). VIVAX return over 5 years is better than : 70.92 vs. SVALX (66.46).
| 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 | 11.890 | 9.193 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 3.22 | 1.97 | 164% |
| Returns for 1 year | 4.96 | 4.11 | 121% |
| Returns for 3 years | 29.86 | 42.28 | 71% |
| Returns for 5 years | 66.46 | 70.92 | 94% |
| Returns for 10 years | N/A | 128.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement