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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$5.95
Change+$0.07 (+1.19%)
VolumeN/A
Net Assets7.89B
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
SVALX vs VIVIX Comparison Chart
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SVALX vs. VIVIX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. SVALX (7.89B). SVALX pays higher dividends than VIVIX: SVALX (3.51) vs VIVIX (2.27). 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 (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 : 15.71 vs. VIVIX (4.74). VIVIX return over 5 years is better than : 64.95 vs. SVALX (57.17).
| 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 | 1.283 | -4.411 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89B | 191B | 4% |
| Annual Yield % from dividends | 3.51 | 2.27 | 154% |
| Returns for 1 year | 15.71 | 4.74 | 331% |
| Returns for 3 years | 4.71 | 9.55 | 49% |
| Returns for 5 years | 57.17 | 64.95 | 88% |
| Returns for 10 years | N/A | 90.71 | - |
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