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SVAAX vs VIVIX
SVAAX vs VIVIX Comparison
Open Charts SVAAX vs VIVIX
Federated Hermes Strategic Value Div A
Price$6.32
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.57B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SVAAX vs VIVIX Comparison Chart in %
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SVAAX vs. VIVIX commentary
Jul 28, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVAAX (8.57B). SVAAX pays higher dividends than VIVIX: SVAAX (3.34) vs VIVIX (2.19). 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). SVAAX annual gain was more profitable for investors over the last year : 11.60 vs. VIVIX (9.75). VIVIX return over 5 years is better than : 74.87 vs. SVAAX (62.85).
| 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 | 9.565 | 6.730 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 195B | 4% |
| Annual Yield % from dividends | 3.34 | 2.19 | 153% |
| Returns for 1 year | 11.60 | 9.75 | 119% |
| Returns for 3 years | 17.66 | 34.32 | 51% |
| Returns for 5 years | 62.85 | 74.87 | 84% |
| Returns for 10 years | 42.94 | 116.26 | 37% |
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