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DODGX vs SVAIX
DODGX vs SVAIX Comparison
Open Charts DODGX vs SVAIX
Federated Hermes Strategic Value Div IS
Price$6.17
Change-$0.05 (-0.80%)
VolumeN/A
Net Assets8.38B
DODGX vs SVAIX Comparison Chart
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DODGX vs. SVAIX 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 SVAIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVAIX (8.38B). SVAIX pays higher dividends than DODGX: SVAIX (3.70) vs DODGX (1.40). DODGX was incepted earlier than SVAIX: DODGX (60 years) vs SVAIX (20 years). SVAIX (0.93) is less costly to investors than DODGX (0.51). SVAIX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SVAIX: DODGX (2500) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 16.09 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. SVAIX (61.24).
| DODGX | SVAIX | DODGX / SVAIX | |
| Total Expense Ratio | 0.51 | 0.81 | 63% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 60 years | 20 years | - |
| Gain YTD | 3.642 | 6.026 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.38B | 1,361% |
| Annual Yield % from dividends | 1.40 | 3.70 | 38% |
| Returns for 1 year | 5.93 | 16.09 | 37% |
| Returns for 3 years | 28.15 | 17.58 | 160% |
| Returns for 5 years | 72.42 | 61.24 | 118% |
| Returns for 10 years | 53.93 | 44.05 | 122% |
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