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SVACX vs VIVAX
SVACX vs VIVAX Comparison
Open Charts SVACX vs VIVAX
Federated Hermes Strategic Value Div C
Price$6.14
Change-$0.06 (-0.97%)
VolumeN/A
Net Assets8.38B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SVACX vs VIVAX Comparison Chart
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SVACX vs. VIVAX commentary
Jun 16, 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 SVACX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SVACX (8.38B). SVACX pays higher dividends than VIVAX: SVACX (2.68) vs VIVAX (2.16). SVACX was incepted earlier than VIVAX: SVACX (20 years) vs VIVAX (33 years). SVACX (1.93) is less costly to investors than VIVAX (0.17). SVACX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVACX has a lower initial minimum investment than VIVAX: SVACX (1500) vs VIVAX (3000). SVACX annual gain was more profitable for investors over the last year : 14.96 vs. VIVAX (8.01). VIVAX return over 5 years is better than : 72.56 vs. SVACX (53.19).
| SVACX | VIVAX | SVACX / VIVAX | |
| Total Expense Ratio | 1.87 | 0.17 | 1,100% |
| Annual Report Gross Expense Ratio | 1.93 | 0.17 | 1,135% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 5.416 | 2.419 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 189B | 4% |
| Annual Yield % from dividends | 2.68 | 2.16 | 124% |
| Returns for 1 year | 14.96 | 8.01 | 187% |
| Returns for 3 years | 14.05 | 32.20 | 44% |
| Returns for 5 years | 53.19 | 72.56 | 73% |
| Returns for 10 years | 32.76 | 103.54 | 32% |
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