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DODGX vs SVALX
DODGX vs SVALX Comparison
Open Charts DODGX vs SVALX
Federated Hermes Strategic Value Div R6
Price$6.30
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
DODGX vs SVALX Comparison Chart in %
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DODGX vs. SVALX commentary
Jul 07, 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 SVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVALX (8.47B). SVALX pays higher dividends than DODGX: SVALX (3.58) vs DODGX (1.38). DODGX was incepted earlier than SVALX: DODGX (61 years) vs SVALX (9 years). SVALX (0.85) is less costly to investors than DODGX (0.51). SVALX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). SVALX has a lower initial minimum investment than DODGX: SVALX (0) vs DODGX (2500). SVALX annual gain was more profitable for investors over the last year : 17.74 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. SVALX (65.71).
| DODGX | SVALX | DODGX / SVALX | |
| Total Expense Ratio | 0.51 | 0.79 | 65% |
| Annual Report Gross Expense Ratio | 0.51 | 0.85 | 60% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 7.647 | 8.423 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.47B | 1,346% |
| Annual Yield % from dividends | 1.38 | 3.58 | 38% |
| Returns for 1 year | 8.33 | 17.74 | 47% |
| Returns for 3 years | 31.93 | 16.40 | 195% |
| Returns for 5 years | 79.15 | 65.71 | 120% |
| Returns for 10 years | 63.83 | N/A | - |
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