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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.87
Change+$0.10 (+1.48%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX commentary
Feb 04, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. SVALX (9.24B). SVALX pays higher dividends than VIVIX: SVALX (3.22) vs VIVIX (1.96). SVALX was incepted earlier than VIVIX: SVALX (10 years) vs VIVIX (28 years). SVALX (0.84) is less costly to investors than VIVIX (0.04). SVALX is a more actively managed with annual turnover of: 34.00 vs. VIVIX (9.00). SVALX has a lower initial minimum investment than VIVIX: SVALX (0) vs VIVIX (5000000). VIVIX (15.08) and SVALX (14.54) have marching annual gain over last year. VIVIX return over 5 years is better than : 66.28 vs. SVALX (59.30).
| SVALX | VIVIX | SVALX / VIVIX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 5.918 | 5.999 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.22 | 1.96 | 165% |
| Returns for 1 year | 14.54 | 15.08 | 96% |
| Returns for 3 years | 27.81 | 41.04 | 68% |
| Returns for 5 years | 59.30 | 66.28 | 89% |
| Returns for 10 years | N/A | 167.19 | - |
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