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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$5.95
Change+$0.07 (+1.19%)
VolumeN/A
Net Assets7.89B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SVALX vs VVIAX Comparison Chart
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SVALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. SVALX (7.89B). SVALX pays higher dividends than VVIAX: SVALX (3.51) vs VVIAX (2.26). SVALX was incepted earlier than VVIAX: SVALX (9 years) vs VVIAX (24 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 (10.00). 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 : 15.71 vs. VVIAX (4.76). VVIAX return over 5 years is better than : 64.97 vs. SVALX (57.17).
| 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 | 24 years | - |
| Gain YTD | 1.283 | -4.410 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89B | 191B | 4% |
| Annual Yield % from dividends | 3.51 | 2.26 | 155% |
| Returns for 1 year | 15.71 | 4.76 | 330% |
| Returns for 3 years | 4.71 | 9.55 | 49% |
| Returns for 5 years | 57.17 | 64.97 | 88% |
| Returns for 10 years | N/A | 90.73 | - |