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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.59
Change-$0.04 (-0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SVALX vs VIVAX Comparison Chart in %
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SVALX vs. VIVAX commentary
Dec 04, 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 SVALX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SVALX (8.94B). SVALX pays higher dividends than VIVAX: SVALX (3.27) vs VIVAX (1.93). SVALX was incepted earlier than VIVAX: SVALX (9 years) vs VIVAX (33 years). SVALX (0.85) is less costly to investors than VIVAX (0.17). SVALX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (9.00). SVALX has a lower initial minimum investment than VIVAX: SVALX (0) vs VIVAX (3000). SVALX annual gain was more profitable for investors over the last year : 8.23 vs. VIVAX (4.76). VIVAX (61.14) and SVALX (60.27) have equivalent 5 years return.
| SVALX | VIVAX | SVALX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 15.780 | 11.753 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 3.27 | 1.93 | 170% |
| Returns for 1 year | 8.23 | 4.76 | 173% |
| Returns for 3 years | 18.95 | 29.79 | 64% |
| Returns for 5 years | 60.27 | 61.14 | 99% |
| Returns for 10 years | N/A | 127.21 | - |
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