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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.43
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SVAIX (8.69B). SVAIX pays higher dividends than VVIAX: SVAIX (3.30) vs VVIAX (2.10). SVAIX was incepted earlier than VVIAX: SVAIX (20 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). VVIAX annual gain was more profitable for investors over the last year : 8.94 vs. SVAIX (8.47). VVIAX return over 5 years is better than : 70.93 vs. SVAIX (65.82).
| 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 | 20 years | 25 years | - |
| Gain YTD | 11.657 | 7.668 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 203B | 4% |
| Annual Yield % from dividends | 3.30 | 2.10 | 157% |
| Returns for 1 year | 8.47 | 8.94 | 95% |
| Returns for 3 years | 20.38 | 31.79 | 64% |
| Returns for 5 years | 65.82 | 70.93 | 93% |
| Returns for 10 years | 56.65 | 132.80 | 43% |
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