Interact to see
Advertisement
Advertisement
SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.47
Change+$0.06 (+0.94%)
VolumeN/A
Net Assets8.67B
SVAAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVAAX vs. VIVAX commentary
Oct 19, 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 SVAAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVAAX (8.67B). SVAAX pays higher dividends than VIVAX: SVAAX (2.99) vs VIVAX (1.97). SVAAX was incepted earlier than VIVAX: SVAAX (21 years) vs VIVAX (33 years). SVAAX (1.17) is less costly to investors than VIVAX (0.17). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVAAX has a lower initial minimum investment than VIVAX: SVAAX (1500) vs VIVAX (3000). SVAAX (4.72) and VIVAX (4.63) have marching annual gain over last year. VIVAX return over 5 years is better than : 71.78 vs. SVAAX (64.22).
| SVAAX | VIVAX | SVAAX / VIVAX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 11.766 | 9.738 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 2.99 | 1.97 | 152% |
| Returns for 1 year | 4.72 | 4.63 | 102% |
| Returns for 3 years | 28.61 | 42.99 | 67% |
| Returns for 5 years | 64.22 | 71.78 | 89% |
| Returns for 10 years | 42.94 | 129.45 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement