Interact to see
Advertisement
Advertisement
SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVALX vs. VIVIX commentary
Aug 16, 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: 196B vs. SVALX (8.65B). SVALX pays higher dividends than VIVIX: SVALX (3.54) vs VIVIX (2.19). 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 : 11.51 vs. VIVIX (8.04). VIVIX return over 5 years is better than : 68.75 vs. SVALX (62.50).
| 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 | 10.812 | 6.669 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 196B | 4% |
| Annual Yield % from dividends | 3.54 | 2.19 | 162% |
| Returns for 1 year | 11.51 | 8.04 | 143% |
| Returns for 3 years | 14.94 | 26.09 | 57% |
| Returns for 5 years | 62.50 | 68.75 | 91% |
| Returns for 10 years | N/A | 114.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SH | 38.46 | 0.12 | +0.31% |
| ProShares Short S&P500 | |||
| PYPY | 11.56 | N/A | N/A |
| YieldMax PYPL Option Income Strategy ETF | |||
| LIAY | 249.02 | N/A | N/A |
| LifeX 2064 Inflation-Protected Longevity Income ETF | |||
| NAPR | 52.02 | -0.05 | -0.10% |
| Innovator Nasdaq-100 Pwr Bffr ETF Apr | |||
| XCLR | 29.07 | -0.09 | -0.31% |
| Global X S&P 500® Collar 95-110 ETF | |||