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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.10
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets8.17B
Vanguard Value Index I
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
SVALX vs VIVIX Comparison Chart
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SVALX vs. VIVIX commentary
May 24, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVALX (8.17B). SVALX pays higher dividends than VIVIX: SVALX (3.60) vs VIVIX (2.35). SVALX was incepted earlier than VIVIX: SVALX (9 years) vs VIVIX (27 years). SVALX (0.85) is less costly to investors than VIVIX (0.04). SVALX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVALX has a lower initial minimum investment than VIVIX: SVALX (0) vs VIVIX (5000000). SVALX annual gain was more profitable for investors over the last year : 11.09 vs. VIVIX (4.71). VIVIX return over 5 years is better than : 75.20 vs. SVALX (64.05).
| SVALX | VIVIX | SVALX / VIVIX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 3.950 | 0.391 | 1,009% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 184B | 4% |
| Annual Yield % from dividends | 3.60 | 2.35 | 153% |
| Returns for 1 year | 11.09 | 4.71 | 236% |
| Returns for 3 years | 8.74 | 21.97 | 40% |
| Returns for 5 years | 64.05 | 75.20 | 85% |
| Returns for 10 years | N/A | 97.31 | - |
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