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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.39
Change+$0.06 (+0.95%)
VolumeN/A
Net Assets8.76B
Vanguard Value Index Adm
Price$75.34
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. SVALX (8.76B). SVALX pays higher dividends than VVIAX: SVALX (3.27) vs VVIAX (2.04). 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). VVIAX annual gain was more profitable for investors over the last year : 10.16 vs. SVALX (8.47). VVIAX return over 5 years is better than : 63.70 vs. SVALX (51.15).
| 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 | 10.919 | 14.171 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 216B | 4% |
| Annual Yield % from dividends | 3.27 | 2.04 | 160% |
| Returns for 1 year | 8.47 | 10.16 | 83% |
| Returns for 3 years | 21.27 | 34.53 | 62% |
| Returns for 5 years | 51.15 | 63.70 | 80% |
| Returns for 10 years | N/A | 139.89 | - |