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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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SVALX vs VIVAX Comparison Chart
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SVALX vs. VIVAX commentary
Sep 21, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. SVALX (8.32B). 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 annual gain was more profitable for investors over the last year : 25.26 vs. VIVAX (23.98). VIVAX return over 5 years is better than : 55.44 vs. SVALX (33.98).
| 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 | 17.945 | 16.261 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 183B | 5% |
| Annual Yield % from dividends | 4.23 | 2.25 | 188% |
| Returns for 1 year | 25.26 | 23.98 | 105% |
| Returns for 3 years | 28.95 | 28.28 | 102% |
| Returns for 5 years | 33.98 | 55.44 | 61% |
| Returns for 10 years | N/A | 113.95 | - |