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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.05
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets8.04B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SVALX vs VIVIX Comparison Chart
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SVALX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SVALX (8.04B). SVALX pays higher dividends than VIVIX: SVALX (4.23) vs VIVIX (2.37). SVALX was incepted earlier than VIVIX: SVALX (9 years) vs VIVIX (27 years). SVALX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (10.00). SVALX has a lower initial minimum investment than VIVIX: SVALX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. SVALX (15.77). VIVIX return over 5 years is better than : 44.19 vs. SVALX (27.52).
| SVALX | VIVIX | SVALX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 1.520 | 3.211 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 184B | 4% |
| Annual Yield % from dividends | 4.23 | 2.37 | 179% |
| Returns for 1 year | 15.77 | 18.21 | 87% |
| Returns for 3 years | 9.86 | 18.46 | 53% |
| Returns for 5 years | 27.52 | 44.19 | 62% |
| Returns for 10 years | N/A | 111.13 | - |
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