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DODGX vs SVALX
DODGX vs SVALX Comparison
Open Charts DODGX vs SVALX
Federated Hermes Strategic Value Div R6
Price$6.17
Change-$0.06 (-0.96%)
VolumeN/A
Net Assets8.38B
DODGX vs SVALX Comparison Chart
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DODGX vs. SVALX 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 SVALX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVALX (8.38B). SVALX pays higher dividends than DODGX: SVALX (3.71) vs DODGX (1.40). DODGX was incepted earlier than SVALX: DODGX (60 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 : 16.11 vs. DODGX (5.93). DODGX return over 5 years is better than : 72.42 vs. SVALX (61.40).
| DODGX | SVALX | DODGX / SVALX | |
| Total Expense Ratio | 0.51 | 0.79 | 65% |
| Annual Report Gross Expense Ratio | 0.51 | 0.85 | 60% |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 3.642 | 5.856 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 8.38B | 1,361% |
| Annual Yield % from dividends | 1.40 | 3.71 | 38% |
| Returns for 1 year | 5.93 | 16.11 | 37% |
| Returns for 3 years | 28.15 | 17.65 | 159% |
| Returns for 5 years | 72.42 | 61.40 | 118% |
| Returns for 10 years | 53.93 | N/A | - |
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