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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.05
Change+$0.04 (+0.67%)
VolumeN/A
Net Assets8.04B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
SVALX vs VVIAX Comparison Chart
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SVALX vs. VVIAX commentary
Jan 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SVALX (8.04B). SVALX pays higher dividends than VVIAX: SVALX (4.23) vs VVIAX (2.36). SVALX was incepted earlier than VVIAX: SVALX (9 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). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. SVALX (15.77). VVIAX return over 5 years is better than : 44.18 vs. SVALX (27.52).
| SVALX | VVIAX | SVALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.520 | 3.195 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 184B | 4% |
| Annual Yield % from dividends | 4.23 | 2.36 | 179% |
| Returns for 1 year | 15.77 | 18.18 | 87% |
| Returns for 3 years | 9.86 | 18.46 | 53% |
| Returns for 5 years | 27.52 | 44.18 | 62% |
| Returns for 10 years | N/A | 111.13 | - |