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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
SVALX vs VIVIX Comparison Chart
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SVALX vs. VIVIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SVALX (8.41B). 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). SVALX annual gain was more profitable for investors over the last year : 20.74 vs. VIVIX (13.44). VIVIX return over 5 years is better than : 47.20 vs. SVALX (34.63).
| 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 | 6.291 | 4.165 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 193B | 4% |
| Annual Yield % from dividends | 4.23 | 2.37 | 179% |
| Returns for 1 year | 20.74 | 13.44 | 154% |
| Returns for 3 years | 16.37 | 23.92 | 68% |
| Returns for 5 years | 34.63 | 47.20 | 73% |
| Returns for 10 years | N/A | 105.52 | - |