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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX commentary
Sep 06, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SVALX (8.69B). SVALX pays higher dividends than VVIAX: SVALX (3.31) vs VVIAX (2.10). 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). VVIAX (8.10) and SVALX (7.95) have marching annual gain over last year. VVIAX return over 5 years is better than : 70.73 vs. SVALX (66.25).
| 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 | 11.656 | 8.213 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.31 | 2.10 | 157% |
| Returns for 1 year | 7.95 | 8.10 | 98% |
| Returns for 3 years | 23.92 | 37.07 | 65% |
| Returns for 5 years | 66.25 | 70.73 | 94% |
| Returns for 10 years | N/A | 132.39 | - |
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