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SVALX vs VIVAX
SVALX vs VIVAX Comparison
Open Charts SVALX vs VIVAX
Federated Hermes Strategic Value Div R6
Price$6.87
Change+$0.10 (+1.48%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SVALX vs VIVAX Comparison Chart in %
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SVALX vs. VIVAX commentary
Feb 05, 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 SVALX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SVALX (9.24B). SVALX pays higher dividends than VIVAX: SVALX (3.22) vs VIVAX (1.84). SVALX was incepted earlier than VIVAX: SVALX (10 years) vs VIVAX (33 years). SVALX (0.84) is less costly to investors than VIVAX (0.17). SVALX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). SVALX has a lower initial minimum investment than VIVAX: SVALX (0) vs VIVAX (3000). VIVAX (15.07) and SVALX (14.54) have marching annual gain over last year. VIVAX return over 5 years is better than : 66.25 vs. SVALX (59.30).
| SVALX | VIVAX | SVALX / VIVAX | |
| Total Expense Ratio | 0.79 | 0.17 | 465% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 5.918 | 5.998 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.22 | 1.84 | 175% |
| Returns for 1 year | 14.54 | 15.07 | 96% |
| Returns for 3 years | 27.81 | 41.03 | 68% |
| Returns for 5 years | 59.30 | 66.25 | 90% |
| Returns for 10 years | N/A | 167.20 | - |
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