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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.87
Change+$0.10 (+1.48%)
VolumeN/A
Net Assets9.24B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SVALX (9.24B). SVALX pays higher dividends than VVIAX: SVALX (3.22) vs VVIAX (1.95). SVALX was incepted earlier than VVIAX: SVALX (10 years) vs VVIAX (25 years). SVALX (0.84) is less costly to investors than VVIAX (0.05). SVALX is a more actively managed with annual turnover of: 34.00 vs. VVIAX (9.00). SVALX has a lower initial minimum investment than VVIAX: SVALX (0) vs VVIAX (3000). VVIAX (15.08) and SVALX (14.54) have marching annual gain over last year. VVIAX return over 5 years is better than : 66.27 vs. SVALX (59.30).
| SVALX | VVIAX | SVALX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 5.918 | 5.999 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 218B | 4% |
| Annual Yield % from dividends | 3.22 | 1.95 | 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 | 66.27 | 89% |
| Returns for 10 years | N/A | 167.18 | - |
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