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SVALX vs VIVIX
SVALX vs VIVIX Comparison
Open Charts SVALX vs VIVIX
Federated Hermes Strategic Value Div R6
Price$6.59
Change-$0.04 (-0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SVALX vs VIVIX Comparison Chart in %
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SVALX vs. VIVIX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SVALX (8.94B). SVALX pays higher dividends than VIVIX: SVALX (3.27) vs VIVIX (2.05). 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 : 8.23 vs. VIVIX (4.76). VIVIX (61.18) and SVALX (60.27) have equivalent 5 years return.
| 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 | 15.780 | 11.794 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 3.27 | 2.05 | 160% |
| Returns for 1 year | 8.23 | 4.76 | 173% |
| Returns for 3 years | 18.95 | 29.82 | 64% |
| Returns for 5 years | 60.27 | 61.18 | 99% |
| Returns for 10 years | N/A | 127.14 | - |
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