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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.52
Change+$0.06 (+0.93%)
VolumeN/A
Net Assets8.67B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX commentary
Oct 19, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SVALX (8.67B). SVALX pays higher dividends than VVIAX: SVALX (3.22) vs VVIAX (2.08). SVALX was incepted earlier than VVIAX: SVALX (9 years) vs VVIAX (25 years). SVALX (0.85) is less costly to investors than VVIAX (0.05). SVALX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (9.00). SVALX has a lower initial minimum investment than VVIAX: SVALX (0) vs VVIAX (3000). SVALX annual gain was more profitable for investors over the last year : 4.96 vs. VVIAX (4.64). VVIAX return over 5 years is better than : 71.80 vs. SVALX (66.46).
| SVALX | VVIAX | SVALX / VVIAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 11.890 | 9.746 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 208B | 4% |
| Annual Yield % from dividends | 3.22 | 2.08 | 155% |
| Returns for 1 year | 4.96 | 4.64 | 107% |
| Returns for 3 years | 29.86 | 43.00 | 69% |
| Returns for 5 years | 66.46 | 71.80 | 93% |
| Returns for 10 years | N/A | 129.42 | - |
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