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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.52
Change+$0.06 (+0.93%)
VolumeN/A
Net Assets8.67B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX commentary
Oct 19, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVAIX (8.67B). SVAIX pays higher dividends than VVIAX: SVAIX (3.20) vs VVIAX (2.08). SVAIX was incepted earlier than VVIAX: SVAIX (21 years) vs VVIAX (25 years). SVAIX (0.93) is less costly to investors than VVIAX (0.05). SVAIX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVAIX: VVIAX (3000) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 4.94 vs. VVIAX (4.64). VVIAX return over 5 years is better than : 71.80 vs. SVAIX (66.29).
| SVAIX | VVIAX | SVAIX / VVIAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 12.062 | 9.746 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 3.20 | 2.08 | 154% |
| Returns for 1 year | 4.94 | 4.64 | 107% |
| Returns for 3 years | 29.78 | 43.00 | 69% |
| Returns for 5 years | 66.29 | 71.80 | 92% |
| Returns for 10 years | 45.95 | 129.42 | 36% |
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