Interact to see
Advertisement
Advertisement
SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.86
Change+$0.09 (+1.33%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SVAIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVAIX vs. VIVAX commentary
Feb 04, 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 SVAIX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SVAIX (9.24B). SVAIX pays higher dividends than VIVAX: SVAIX (3.20) vs VIVAX (1.84). SVAIX was incepted earlier than VIVAX: SVAIX (21 years) vs VIVAX (33 years). SVAIX (0.92) is less costly to investors than VIVAX (0.17). SVAIX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than SVAIX: VIVAX (3000) vs SVAIX (1000000). VIVAX (15.07) and SVAIX (14.71) have marching annual gain over last year. VIVAX return over 5 years is better than : 66.25 vs. SVAIX (59.14).
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 6.082 | 5.998 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.20 | 1.84 | 174% |
| Returns for 1 year | 14.71 | 15.07 | 98% |
| Returns for 3 years | 27.52 | 41.03 | 67% |
| Returns for 5 years | 59.14 | 66.25 | 89% |
| Returns for 10 years | 61.19 | 167.20 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NRO | 2.98 | 0.01 | +0.34% |
| Neuberger Real Estate Securities Income Fund Inc. | |||
| GSSC | 79.54 | 0.01 | +0.01% |
| Goldman Sachs ActiveBeta® US SmCp Eq ETF | |||
| ZIPP | 29.63 | N/A | N/A |
| Stkd 100% Uber & 100% Tsla ETF | |||
| PSCC | 33.74 | -0.01 | -0.02% |
| Invesco S&P SmallCap Consumer Stapl ETF | |||
| VIG | 225.33 | -0.90 | -0.40% |
| Vanguard Dividend Appreciation ETF | |||