Interact to see
Advertisement
Advertisement
SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.24
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVAAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVAAX vs. VIVAX 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 SVAAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVAAX (8.47B). SVAAX pays higher dividends than VIVAX: SVAAX (3.34) vs VIVAX (2.06). SVAAX was incepted earlier than VIVAX: SVAAX (20 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 annual gain was more profitable for investors over the last year : 17.39 vs. VIVAX (12.04). VIVAX return over 5 years is better than : 80.14 vs. SVAAX (63.21).
| SVAAX | VIVAX | SVAAX / VIVAX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 8.178 | 6.209 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 3.34 | 2.06 | 162% |
| Returns for 1 year | 17.39 | 12.04 | 144% |
| Returns for 3 years | 15.22 | 35.16 | 43% |
| Returns for 5 years | 63.21 | 80.14 | 79% |
| Returns for 10 years | 43.80 | 115.74 | 38% |