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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.10
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets8.17B
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
SVALX vs VVIAX Comparison Chart
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SVALX vs. VVIAX commentary
May 24, 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: 184B vs. SVALX (8.17B). SVALX pays higher dividends than VVIAX: SVALX (3.60) vs VVIAX (2.34). 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 : 11.09 vs. VVIAX (4.72). VVIAX return over 5 years is better than : 75.22 vs. SVALX (64.05).
| 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 | 3.950 | 0.391 | 1,009% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 184B | 4% |
| Annual Yield % from dividends | 3.60 | 2.34 | 154% |
| Returns for 1 year | 11.09 | 4.72 | 235% |
| Returns for 3 years | 8.74 | 21.99 | 40% |
| Returns for 5 years | 64.05 | 75.22 | 85% |
| Returns for 10 years | N/A | 97.34 | - |
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