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SVAAX vs VIVAX
SVAAX vs VIVAX Comparison
Open Charts SVAAX vs VIVAX
Federated Hermes Strategic Value Div A
Price$6.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SVAAX vs VIVAX Comparison Chart in %
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SVAAX vs. VIVAX commentary
Sep 08, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SVAAX (8.69B). SVAAX pays higher dividends than VIVAX: SVAAX (3.09) vs VIVAX (1.99). 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). VIVAX (7.74) and SVAAX (7.73) have marching annual gain over last year. VIVAX return over 5 years is better than : 70.18 vs. SVAAX (64.01).
| 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 | 11.555 | 7.845 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.09 | 1.99 | 155% |
| Returns for 1 year | 7.73 | 7.74 | 100% |
| Returns for 3 years | 22.91 | 36.63 | 63% |
| Returns for 5 years | 64.01 | 70.18 | 91% |
| Returns for 10 years | 52.08 | 131.64 | 40% |
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