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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.52
Change+$0.06 (+0.93%)
VolumeN/A
Net Assets8.67B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX commentary
Oct 18, 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 Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVALX (8.67B). SVALX pays higher dividends than VIVIX: SVALX (3.22) vs VIVIX (2.09). 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 : 4.96 vs. VIVIX (4.12). VIVIX return over 5 years is better than : 70.92 vs. SVALX (66.46).
| 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 | 11.890 | 9.202 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 3.22 | 2.09 | 154% |
| Returns for 1 year | 4.96 | 4.12 | 120% |
| Returns for 3 years | 29.86 | 42.27 | 71% |
| Returns for 5 years | 66.46 | 70.92 | 94% |
| Returns for 10 years | N/A | 128.26 | - |
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