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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.38
Change+$0.06 (+0.95%)
VolumeN/A
Net Assets8.76B
Vanguard Value Index I
Price$75.34
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX commentary
Dec 13, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. SVAIX (8.76B). SVAIX pays higher dividends than VIVIX: SVAIX (3.25) vs VIVIX (2.05). SVAIX was incepted earlier than VIVIX: SVAIX (21 years) vs VIVIX (27 years). SVAIX (0.93) is less costly to investors than VIVIX (0.04). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVAIX has a lower initial minimum investment than VIVIX: SVAIX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 10.17 vs. SVAIX (8.46). VIVIX return over 5 years is better than : 63.70 vs. SVAIX (50.47).
| SVAIX | VIVIX | SVAIX / VIVIX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 10.915 | 14.188 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 216B | 4% |
| Annual Yield % from dividends | 3.25 | 2.05 | 159% |
| Returns for 1 year | 8.46 | 10.17 | 83% |
| Returns for 3 years | 21.01 | 34.53 | 61% |
| Returns for 5 years | 50.47 | 63.70 | 79% |
| Returns for 10 years | 57.00 | 139.89 | 41% |
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