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SVALX vs VVIAX
SVALX vs VVIAX Comparison
Open Charts SVALX vs VVIAX
Federated Hermes Strategic Value Div R6
Price$6.30
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SVALX vs VVIAX Comparison Chart in %
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SVALX vs. VVIAX commentary
Jul 07, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SVALX (8.47B). SVALX pays higher dividends than VVIAX: SVALX (3.58) vs VVIAX (2.18). 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 : 17.74 vs. VVIAX (12.03). VVIAX return over 5 years is better than : 80.13 vs. SVALX (65.71).
| 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 | 8.423 | 6.198 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 3.58 | 2.18 | 164% |
| Returns for 1 year | 17.74 | 12.03 | 147% |
| Returns for 3 years | 16.40 | 35.17 | 47% |
| Returns for 5 years | 65.71 | 80.13 | 82% |
| Returns for 10 years | N/A | 115.67 | - |
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