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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SVAAX vs VIVIX Comparison Chart in %
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SVAAX vs. VIVIX commentary
Sep 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. SVAAX (8.69B). SVAAX pays higher dividends than VIVIX: SVAAX (3.09) vs VIVIX (2.11). SVAAX was incepted earlier than VIVIX: SVAAX (20 years) vs VIVIX (27 years). SVAAX (1.17) is less costly to investors than VIVIX (0.04). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVAAX has a lower initial minimum investment than VIVIX: SVAAX (1500) vs VIVIX (5000000). VIVIX (7.74) and SVAAX (7.73) have marching annual gain over last year. VIVIX return over 5 years is better than : 70.16 vs. SVAAX (64.01).
| SVAAX | VIVIX | SVAAX / VIVIX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 11.555 | 7.866 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.09 | 2.11 | 146% |
| Returns for 1 year | 7.73 | 7.74 | 100% |
| Returns for 3 years | 22.91 | 36.61 | 63% |
| Returns for 5 years | 64.01 | 70.16 | 91% |
| Returns for 10 years | 52.08 | 131.61 | 40% |