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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index I
Price$75.24
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. SVALX (8.8B). SVALX pays higher dividends than VIVIX: SVALX (3.27) vs VIVIX (2.05). SVALX was incepted earlier than VIVIX: SVALX (9 years) vs VIVIX (28 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). VIVIX annual gain was more profitable for investors over the last year : 12.67 vs. SVALX (10.91). VIVIX return over 5 years is better than : 65.02 vs. SVALX (55.10).
| 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 | 28 years | - |
| Gain YTD | 11.093 | 14.037 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 216B | 4% |
| Annual Yield % from dividends | 3.27 | 2.05 | 160% |
| Returns for 1 year | 10.91 | 12.67 | 86% |
| Returns for 3 years | 22.84 | 37.82 | 60% |
| Returns for 5 years | 55.10 | 65.02 | 85% |
| Returns for 10 years | N/A | 134.87 | - |
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