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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.47
Change+$0.06 (+0.94%)
VolumeN/A
Net Assets8.67B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SVAAX vs VVIAX Comparison Chart in %
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SVAAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVAAX (8.67B). SVAAX pays higher dividends than VVIAX: SVAAX (2.99) vs VVIAX (2.08). SVAAX was incepted earlier than VVIAX: SVAAX (21 years) vs VVIAX (25 years). SVAAX (1.17) is less costly to investors than VVIAX (0.05). SVAAX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). SVAAX has a lower initial minimum investment than VVIAX: SVAAX (1500) vs VVIAX (3000). SVAAX annual gain was more profitable for investors over the last year : 5.70 vs. VVIAX (4.64). VVIAX return over 5 years is better than : 71.80 vs. SVAAX (65.76).
| SVAAX | VVIAX | SVAAX / VVIAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 12.812 | 9.746 | 131% |
| 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 | 2.08 | 144% |
| Returns for 1 year | 5.70 | 4.64 | 123% |
| Returns for 3 years | 29.82 | 43.00 | 69% |
| Returns for 5 years | 65.76 | 71.80 | 92% |
| Returns for 10 years | 44.28 | 129.42 | 34% |
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