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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$5.95
Change+$0.07 (+1.19%)
VolumeN/A
Net Assets7.89B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SVALX vs VIVAX Comparison Chart
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SVALX vs. VIVAX commentary
Apr 19, 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: 191B vs. SVALX (7.89B). SVALX pays higher dividends than VIVAX: SVALX (3.51) vs VIVAX (2.14). SVALX was incepted earlier than VIVAX: SVALX (9 years) vs VIVAX (32 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 (10.00). 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 : 15.71 vs. VIVAX (4.75). VIVAX return over 5 years is better than : 64.96 vs. SVALX (57.17).
| 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 | 32 years | - |
| Gain YTD | 1.283 | -4.410 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89B | 191B | 4% |
| Annual Yield % from dividends | 3.51 | 2.14 | 164% |
| Returns for 1 year | 15.71 | 4.75 | 331% |
| Returns for 3 years | 4.71 | 9.56 | 49% |
| Returns for 5 years | 57.17 | 64.96 | 88% |
| Returns for 10 years | N/A | 90.77 | - |