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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.61
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets8.82B
Vanguard Value Index I
Price$73.89
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX commentary
Nov 14, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVALX (8.83B). SVALX pays higher dividends than VIVIX: SVALX (3.34) vs VIVIX (2.10). 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 : 8.52 vs. VIVIX (6.69). VIVIX return over 5 years is better than : 66.36 vs. SVALX (62.73).
| 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 | 14.564 | 11.991 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.83B | 208B | 4% |
| Annual Yield % from dividends | 3.34 | 2.10 | 159% |
| Returns for 1 year | 8.52 | 6.69 | 127% |
| Returns for 3 years | 21.85 | 33.49 | 65% |
| Returns for 5 years | 62.73 | 66.36 | 95% |
| Returns for 10 years | N/A | 134.98 | - |
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