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SVAIX vs VIVAX
SVAIX vs VIVAX Comparison
Open Charts SVAIX vs VIVAX
Federated Hermes Strategic Value Div IS
Price$6.40
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SVAIX vs VIVAX Comparison Chart in %
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SVAIX vs. VIVAX commentary
Dec 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SVAIX (8.8B). SVAIX pays higher dividends than VIVAX: SVAIX (3.25) vs VIVAX (1.93). SVAIX was incepted earlier than VIVAX: SVAIX (21 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). VIVAX annual gain was more profitable for investors over the last year : 12.66 vs. SVAIX (10.89). VIVAX return over 5 years is better than : 64.99 vs. SVAIX (54.95).
| SVAIX | VIVAX | SVAIX / VIVAX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 11.262 | 14.025 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 216B | 4% |
| Annual Yield % from dividends | 3.25 | 1.93 | 169% |
| Returns for 1 year | 10.89 | 12.66 | 86% |
| Returns for 3 years | 22.77 | 37.81 | 60% |
| Returns for 5 years | 54.95 | 64.99 | 85% |
| Returns for 10 years | 52.40 | 134.86 | 39% |
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