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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SVALX vs VIVAX Comparison Chart in %
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SVALX vs. VIVAX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SVALX (8.8B). 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). VIVAX annual gain was more profitable for investors over the last year : 12.66 vs. SVALX (10.91). VIVAX return over 5 years is better than : 64.99 vs. SVALX (55.10).
| 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 | 11.093 | 14.025 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 216B | 4% |
| Annual Yield % from dividends | 3.27 | 1.93 | 170% |
| Returns for 1 year | 10.91 | 12.66 | 86% |
| Returns for 3 years | 22.84 | 37.81 | 60% |
| Returns for 5 years | 55.10 | 64.99 | 85% |
| Returns for 10 years | N/A | 134.86 | - |
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