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SVAIX vs VVIAX
SVAIX vs VVIAX Comparison
Open Charts SVAIX vs VVIAX
Federated Hermes Strategic Value Div IS
Price$6.86
Change+$0.09 (+1.33%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SVAIX vs VVIAX Comparison Chart in %
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SVAIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SVAIX (9.24B). SVAIX pays higher dividends than VVIAX: SVAIX (3.20) vs VVIAX (1.95). SVAIX was incepted earlier than VVIAX: SVAIX (21 years) vs VVIAX (25 years). SVAIX (0.92) is less costly to investors than VVIAX (0.05). SVAIX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than SVAIX: VVIAX (3000) vs SVAIX (1000000). VVIAX (15.08) and SVAIX (14.71) have marching annual gain over last year. VVIAX return over 5 years is better than : 66.27 vs. SVAIX (59.14).
| SVAIX | VVIAX | SVAIX / VVIAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 6.082 | 5.999 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.20 | 1.95 | 165% |
| Returns for 1 year | 14.71 | 15.08 | 98% |
| Returns for 3 years | 27.52 | 41.04 | 67% |
| Returns for 5 years | 59.14 | 66.27 | 89% |
| Returns for 10 years | 61.19 | 167.18 | 37% |
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