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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
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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SVALX vs VIVIX Comparison Chart
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SVALX vs. VIVIX commentary
Sep 21, 2024
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: 183B vs. SVALX (8.32B). SVALX pays higher dividends than VIVIX: SVALX (4.23) vs VIVIX (2.37). SVALX was incepted earlier than VIVIX: SVALX (8 years) vs VIVIX (26 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 : 25.26 vs. VIVIX (24.01). VIVIX return over 5 years is better than : 55.47 vs. SVALX (33.98).
| SVALX | VIVIX | SVALX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 17.945 | 16.286 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 183B | 5% |
| Annual Yield % from dividends | 4.23 | 2.37 | 179% |
| Returns for 1 year | 25.26 | 24.01 | 105% |
| Returns for 3 years | 28.95 | 28.27 | 102% |
| Returns for 5 years | 33.98 | 55.47 | 61% |
| Returns for 10 years | N/A | 114.02 | - |
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