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SVAAX vs VVIAX
SVAAX vs VVIAX Comparison
Open Charts SVAAX vs VVIAX
Federated Hermes Strategic Value Div A
Price$6.81
Change+$0.09 (+1.34%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SVAAX vs VVIAX Comparison Chart in %
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SVAAX vs. VVIAX commentary
Feb 05, 2026
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SVAAX (9.24B). SVAAX pays higher dividends than VVIAX: SVAAX (3.00) vs VVIAX (1.95). SVAAX was incepted earlier than VVIAX: SVAAX (21 years) vs VVIAX (25 years). SVAAX (1.16) is less costly to investors than VVIAX (0.05). SVAAX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (9.00). SVAAX has a lower initial minimum investment than VVIAX: SVAAX (1500) vs VVIAX (3000). VVIAX (15.08) and SVAAX (14.38) have marching annual gain over last year. VVIAX return over 5 years is better than : 66.27 vs. SVAAX (57.47).
| SVAAX | VVIAX | SVAAX / VVIAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 6.107 | 5.999 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.00 | 1.95 | 154% |
| Returns for 1 year | 14.38 | 15.08 | 95% |
| Returns for 3 years | 26.83 | 41.04 | 65% |
| Returns for 5 years | 57.47 | 66.27 | 87% |
| Returns for 10 years | 58.01 | 167.18 | 35% |
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