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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.37
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.57B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SVAIX vs VIVAX Comparison Chart in %
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SVAIX vs. VIVAX commentary
Jul 27, 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 SVAIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SVAIX (8.57B). SVAIX pays higher dividends than VIVAX: SVAIX (3.57) vs VIVAX (2.06). SVAIX was incepted earlier than VIVAX: SVAIX (20 years) vs VIVAX (33 years). SVAIX (0.93) is less costly to investors than VIVAX (0.17). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVAIX: VIVAX (3000) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 11.77 vs. VIVAX (9.76). VIVAX return over 5 years is better than : 74.87 vs. SVAIX (64.92).
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 9.803 | 6.724 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 195B | 4% |
| Annual Yield % from dividends | 3.57 | 2.06 | 173% |
| Returns for 1 year | 11.77 | 9.76 | 121% |
| Returns for 3 years | 18.59 | 34.31 | 54% |
| Returns for 5 years | 64.92 | 74.87 | 87% |
| Returns for 10 years | 45.96 | 116.32 | 40% |
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