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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.59
Change-$0.02 (-0.30%)
VolumeN/A
Net Assets8.84B
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX commentary
Nov 14, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVAIX (8.84B). SVAIX pays higher dividends than VIVIX: SVAIX (3.33) vs VIVIX (2.10). 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). SVAIX annual gain was more profitable for investors over the last year : 8.50 vs. VIVIX (6.69). VIVIX return over 5 years is better than : 66.36 vs. SVAIX (62.32).
| 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 | 14.565 | 11.991 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.84B | 208B | 4% |
| Annual Yield % from dividends | 3.33 | 2.10 | 158% |
| Returns for 1 year | 8.50 | 6.69 | 127% |
| Returns for 3 years | 21.59 | 33.49 | 64% |
| Returns for 5 years | 62.32 | 66.36 | 94% |
| Returns for 10 years | 55.42 | 134.98 | 41% |
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