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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.30
Change-$0.06 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.33
Change-$0.55 (-0.79%)
VolumeN/A
CapitalizationN/A
SVALX vs VVIAX Comparison Chart
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SVALX vs. VVIAX commentary
Nov 13, 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 Sell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVALX (8.36B). SVALX pays higher dividends than VVIAX: SVALX (4.23) vs VVIAX (2.36). SVALX was incepted earlier than VVIAX: SVALX (8 years) vs VVIAX (24 years). SVALX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). SVALX has a lower initial minimum investment than VVIAX: SVALX (0) vs VVIAX (3000). SVALX (29.69) and VVIAX (29.29) have marching annual gain over last year. VVIAX return over 5 years is better than : 53.41 vs. SVALX (31.70).
| SVALX | VVIAX | SVALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 18.855 | 19.003 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.36B | 184B | 5% |
| Annual Yield % from dividends | 4.23 | 2.36 | 179% |
| Returns for 1 year | 29.69 | 29.29 | 101% |
| Returns for 3 years | 23.90 | 22.51 | 106% |
| Returns for 5 years | 31.70 | 53.41 | 59% |
| Returns for 10 years | N/A | 113.85 | - |
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