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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.30
Change-$0.06 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.35
Change-$0.54 (-0.77%)
VolumeN/A
CapitalizationN/A
SVALX vs VIVAX Comparison Chart
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SVALX vs. VIVAX commentary
Nov 13, 2024
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 Sell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVALX (8.36B). SVALX pays higher dividends than VIVAX: SVALX (4.23) vs VIVAX (2.25). SVALX was incepted earlier than VIVAX: SVALX (8 years) vs VIVAX (32 years). 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 (29.69) and VIVAX (29.30) have marching annual gain over last year. VIVAX return over 5 years is better than : 53.44 vs. SVALX (31.70).
| SVALX | VIVAX | SVALX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 18.855 | 18.993 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.36B | 184B | 5% |
| Annual Yield % from dividends | 4.23 | 2.25 | 188% |
| Returns for 1 year | 29.69 | 29.30 | 101% |
| Returns for 3 years | 23.90 | 22.52 | 106% |
| Returns for 5 years | 31.70 | 53.44 | 59% |
| Returns for 10 years | N/A | 113.82 | - |