Ad is loading...
SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.05
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets8.04B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
SVALX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SVALX vs. VIVAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SVALX (8.04B). SVALX pays higher dividends than VIVAX: SVALX (4.23) vs VIVAX (2.25). SVALX was incepted earlier than VIVAX: SVALX (9 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). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. SVALX (15.77). VIVAX return over 5 years is better than : 44.18 vs. SVALX (27.52).
| SVALX | VIVAX | SVALX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 1.520 | 3.194 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 184B | 4% |
| Annual Yield % from dividends | 4.23 | 2.25 | 188% |
| Returns for 1 year | 15.77 | 18.19 | 87% |
| Returns for 3 years | 9.86 | 18.46 | 53% |
| Returns for 5 years | 27.52 | 44.18 | 62% |
| Returns for 10 years | N/A | 111.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| INGIX | 20.67 | 0.20 | +0.98% |
| Voya US Stock Index Port I | |||
| NECCX | 14.41 | 0.12 | +0.84% |
| Natixis US Equity Opportunities C | |||
| CLBCX | 34.97 | 0.21 | +0.60% |
| American Funds American Balanced 529C | |||
| EPDIX | 9.41 | 0.04 | +0.43% |
| EuroPac International Dividend Income I | |||
| AEDRX | 31.94 | 0.09 | +0.28% |
| Invesco EQV European Equity R | |||