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DODGX vs SVALX
DODGX vs SVALX Comparison
Open Charts DODGX vs SVALX
Federated Hermes Strategic Value Div R6
Price$6.37
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.57B
DODGX vs SVALX Comparison Chart in %
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DODGX vs. SVALX commentary
Jul 27, 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: 117B vs. SVALX (8.57B). 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 : 11.79 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. SVALX (65.08).
| 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 | 7.961 | 9.628 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.57B | 1,365% |
| Annual Yield % from dividends | 1.38 | 3.58 | 38% |
| Returns for 1 year | 6.76 | 11.79 | 57% |
| Returns for 3 years | 30.77 | 18.66 | 165% |
| Returns for 5 years | 75.02 | 65.08 | 115% |
| Returns for 10 years | 62.92 | N/A | - |
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