Interact to see
Advertisement
Advertisement
SVAIX vs VIVIX
SVAIX vs VIVIX Comparison
Open Charts SVAIX vs VIVIX
Federated Hermes Strategic Value Div IS
Price$6.43
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
SVAIX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVAIX vs. VIVIX commentary
Sep 09, 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: 203B vs. SVAIX (8.69B). SVAIX pays higher dividends than VIVIX: SVAIX (3.30) vs VIVIX (2.11). SVAIX was incepted earlier than VIVIX: SVAIX (20 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 : 8.92 vs. SVAIX (8.47). VIVIX return over 5 years is better than : 70.91 vs. SVAIX (65.82).
| 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 | 20 years | 27 years | - |
| Gain YTD | 11.657 | 7.669 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.30 | 2.11 | 156% |
| Returns for 1 year | 8.47 | 8.92 | 95% |
| Returns for 3 years | 20.38 | 31.77 | 64% |
| Returns for 5 years | 65.82 | 70.91 | 93% |
| Returns for 10 years | 56.65 | 132.77 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement