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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+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVALX vs VIVAX Comparison Chart in %
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SVALX vs. VIVAX commentary
Jul 06, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVALX (8.47B). SVALX pays higher dividends than VIVAX: SVALX (3.58) vs VIVAX (2.06). 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 : 17.74 vs. VIVAX (12.04). VIVAX return over 5 years is better than : 80.14 vs. SVALX (65.71).
| 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 | 8.423 | 6.209 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 3.58 | 2.06 | 174% |
| Returns for 1 year | 17.74 | 12.04 | 147% |
| Returns for 3 years | 16.40 | 35.16 | 47% |
| Returns for 5 years | 65.71 | 80.14 | 82% |
| Returns for 10 years | N/A | 115.74 | - |
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