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DODGX vs SVAAX
DODGX vs SVAAX Comparison
Open Charts DODGX vs SVAAX
Federated Hermes Strategic Value Div A
Price$6.12
Change-$0.06 (-0.97%)
VolumeN/A
Net Assets8.38B
DODGX vs SVAAX Comparison Chart
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DODGX vs. SVAAX commentary
Jun 16, 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 DODGX is a Buy and SVAAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVAAX (8.38B). SVAAX pays higher dividends than DODGX: SVAAX (3.48) vs DODGX (1.40). DODGX was incepted earlier than SVAAX: DODGX (60 years) vs SVAAX (20 years). SVAAX (1.17) is less costly to investors than DODGX (0.51). SVAAX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). SVAAX has a lower initial minimum investment than DODGX: SVAAX (1500) vs DODGX (2500). SVAAX annual gain was more profitable for investors over the last year : 15.95 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. SVAAX (59.19).
| DODGX | SVAAX | DODGX / SVAAX | |
| Total Expense Ratio | 0.51 | 1.06 | 48% |
| Annual Report Gross Expense Ratio | 0.51 | 1.17 | 44% |
| Fund Existence | 60 years | 20 years | - |
| Gain YTD | 3.642 | 5.790 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.38B | 1,361% |
| Annual Yield % from dividends | 1.40 | 3.48 | 40% |
| Returns for 1 year | 5.93 | 15.95 | 37% |
| Returns for 3 years | 28.15 | 16.65 | 169% |
| Returns for 5 years | 72.42 | 59.19 | 122% |
| Returns for 10 years | 53.93 | 41.05 | 131% |
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