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SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.86
Change+$0.09 (+1.33%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SVAIX vs VIVIX Comparison Chart in %
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SVAIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. SVAIX (9.24B). SVAIX pays higher dividends than VIVIX: SVAIX (3.20) vs VIVIX (1.96). SVAIX was incepted earlier than VIVIX: SVAIX (21 years) vs VIVIX (28 years). SVAIX (0.92) is less costly to investors than VIVIX (0.04). SVAIX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (9.00). SVAIX has a lower initial minimum investment than VIVIX: SVAIX (1000000) vs VIVIX (5000000). VIVIX (15.08) and SVAIX (14.71) have marching annual gain over last year. VIVIX return over 5 years is better than : 66.28 vs. SVAIX (59.14).
| SVAIX | VIVIX | SVAIX / VIVIX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 6.082 | 5.999 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.20 | 1.96 | 164% |
| Returns for 1 year | 14.71 | 15.08 | 98% |
| Returns for 3 years | 27.52 | 41.04 | 67% |
| Returns for 5 years | 59.14 | 66.28 | 89% |
| Returns for 10 years | 61.19 | 167.19 | 37% |
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