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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. SVALX (8.65B). SVALX pays higher dividends than VVIAX: SVALX (3.54) vs VVIAX (2.18). SVALX was incepted earlier than VVIAX: SVALX (9 years) vs VVIAX (25 years). SVALX (0.85) is less costly to investors than VVIAX (0.05). SVALX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). SVALX has a lower initial minimum investment than VVIAX: SVALX (0) vs VVIAX (3000). SVALX annual gain was more profitable for investors over the last year : 11.51 vs. VVIAX (8.04). VVIAX return over 5 years is better than : 68.75 vs. SVALX (62.50).
| SVALX | VVIAX | SVALX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 10.812 | 6.653 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 196B | 4% |
| Annual Yield % from dividends | 3.54 | 2.18 | 163% |
| 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 | 114.88 | - |
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