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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.37
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.57B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX commentary
Jul 27, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SVALX (8.57B). SVALX pays higher dividends than VIVIX: SVALX (3.58) vs VIVIX (2.19). SVALX was incepted earlier than VIVIX: SVALX (9 years) vs VIVIX (27 years). SVALX (0.85) is less costly to investors than VIVIX (0.04). SVALX is a more actively managed with annual turnover of: 35.00 vs. VIVIX (9.00). SVALX has a lower initial minimum investment than VIVIX: SVALX (0) vs VIVIX (5000000). SVALX annual gain was more profitable for investors over the last year : 11.79 vs. VIVIX (9.75). VIVIX return over 5 years is better than : 74.87 vs. SVALX (65.08).
| SVALX | VIVIX | SVALX / VIVIX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.628 | 6.730 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 195B | 4% |
| Annual Yield % from dividends | 3.58 | 2.19 | 163% |
| Returns for 1 year | 11.79 | 9.75 | 121% |
| Returns for 3 years | 18.66 | 34.32 | 54% |
| Returns for 5 years | 65.08 | 74.87 | 87% |
| Returns for 10 years | N/A | 116.26 | - |
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