Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) Alternatives
Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SVAAX
SVAAX charges 1.06% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among SVAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | Feb 7, 2019 | SVAAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.22% | Mar 2, 2016 | SVAAX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.27% | May 15, 1992 | SVAAX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | Jul 30, 1987 | SVAAX vs CAIFX | |
| American Funds Fundamental Investors® Class F-2 | 0.39% | Aug 1, 1978 | SVAAX vs FINFX |
Best Risk-Adjusted Alternatives to SVAAX
Among mutual funds in the Dividend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | SVAAX vs EPDPX | |
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | SVAAX vs VIHAX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SVAAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 84 | Dec 1, 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 80 | Jul 30, 1987 | SVAAX vs CAIFX |
Top Performing SVAAX Alternatives (YTD)
SVAAX alternatives from the Dividend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | 8.52% | Jan 10, 2014 | SVAAX vs EPDPX | |
| John Hancock Premium Dividend Fund | 6.16% | Dec 14, 1989 | SVAAX vs PDT | |
| Vanguard International High Dividend Yield Index F... | 5.44% | Mar 2, 2016 | SVAAX vs VIHAX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 3.81% | Feb 7, 2019 | SVAAX vs VHYAX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 3.28% | Nov 8, 2012 | SVAAX vs CDDYX |
Lowest Volatility Alternatives to SVAAX
SVAAX alternatives from the Dividend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 7.19% | Dec 22, 2011 | SVAAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 9.54% | Dec 1, 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 10.19% | Jul 30, 1987 | SVAAX vs CAIFX | |
| John Hancock Premium Dividend Fund | 13.22% | Dec 14, 1989 | SVAAX vs PDT | |
| AAM/Bahl & Gaynor Income Growth Fund Class I | 13.61% | Jul 5, 2012 | SVAAX vs AFNIX |
Lowest Drawdown Alternatives to SVAAX
SVAAX alternatives from the Dividend category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -7.06% | Dec 22, 2011 | SVAAX vs PMAIX | |
| American Funds The Income Fund of America Class A | -8.19% | Dec 1, 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | -8.37% | Jul 30, 1987 | SVAAX vs CAIFX | |
| Vanguard Dividend Growth Fund | -9.57% | May 15, 1992 | SVAAX vs VDIGX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -10.17% | Nov 8, 2012 | SVAAX vs CDDYX |
Other Mutual Funds from Federated Hermes
Most popular Federated Hermes mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | Large Cap Blend Equities | 61 | -4.88% | Oct 1, 2002 | SVAAX vs QKACX | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Mid Cap Growth Equities | 19 | -6.49% | Dec 12, 2006 | SVAAX vs FGSKX | |
| Federated Hermes Emerging Market Debt Fund Institu... | Emerging Markets Bonds | 86 | -2.91% | Oct 2, 1996 | SVAAX vs EMDIX | |
| Federated Hermes MDT Large Cap Growth Fund Class A | Large Cap Growth Equities | 20 | -12.44% | Sep 15, 2005 | SVAAX vs QALGX |
Often Compared With SVAAX
What investors most often compare with SVAAX, based on PortfoliosLab usage data.
Compare SVAAX with Any Fund or Stock
Compare SVAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.