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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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SVALX vs VVIAX Comparison Chart
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SVALX vs. VVIAX commentary
Sep 21, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SVALX (8.32B). 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 annual gain was more profitable for investors over the last year : 25.26 vs. VVIAX (24.02). VVIAX return over 5 years is better than : 55.46 vs. SVALX (33.98).
| 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 | 17.945 | 16.303 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 183B | 5% |
| Annual Yield % from dividends | 4.23 | 2.36 | 179% |
| Returns for 1 year | 25.26 | 24.02 | 105% |
| Returns for 3 years | 28.95 | 28.29 | 102% |
| Returns for 5 years | 33.98 | 55.46 | 61% |
| Returns for 10 years | N/A | 114.04 | - |