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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.58
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index Adm
Price$72.16
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVALX (8.78B). SVALX pays higher dividends than VVIAX: SVALX (3.34) vs VVIAX (2.09). 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). SVALX annual gain was more profitable for investors over the last year : 7.85 vs. VVIAX (4.75). VVIAX (62.26) and SVALX (62.00) have equivalent 5 years return.
| 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 | 14.044 | 9.412 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 208B | 4% |
| Annual Yield % from dividends | 3.34 | 2.09 | 160% |
| Returns for 1 year | 7.85 | 4.75 | 165% |
| Returns for 3 years | 20.70 | 30.32 | 68% |
| Returns for 5 years | 62.00 | 62.26 | 100% |
| Returns for 10 years | N/A | 123.23 | - |
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