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 a closer substitute for your current allocation.
Cheapest Alternatives to SVAAX
SVAAX charges 1.06% annually. There are 24 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 127.80B | Dec 2013 | SVAAX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.10B | Feb 2019 | SVAAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.50B | Mar 2016 | SVAAX vs VIHAX | |
| Vanguard Dividend Growth Fund | 0.22% | 36.40B | May 1992 | SVAAX vs VDIGX | |
| American Funds Capital Income Builder Fund Class F... | 0.37% | — | Jul 1987 | SVAAX vs CAIFX |
Best Risk-Adjusted Alternatives to SVAAX
SVAAX has a PortfoliosLab risk / return rank of 86. There are 2 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Dividend Income Fund Institutional 3 Clas... | 87 | — | Nov 2012 | SVAAX vs CDDYX | |
| Vanguard International High Dividend Yield Index F... | 87 | 20.50B | Mar 2016 | SVAAX vs VIHAX | |
| Pioneer Multi-Asset Income Fund A | 83 | — | Dec 2011 | SVAAX vs PMAIX | |
| JPMorgan Equity Income Fund R6 | 83 | — | Jul 1987 | SVAAX vs OIEJX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 82 | — | Apr 2015 | SVAAX vs FDGDX |
Top Performing SVAAX Alternatives (YTD)
SVAAX is at 12.40% YTD. There are 9 mutual funds in the Dividend category with higher YTD returns, going as high as 16.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 16.41% | — | Apr 1993 | SVAAX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 15.94% | — | Apr 2015 | SVAAX vs FDGDX | |
| JPMorgan Equity Income Fund R6 | 14.90% | — | Jul 1987 | SVAAX vs OIEJX | |
| Vanguard International High Dividend Yield Index F... | 14.28% | 20.50B | Mar 2016 | SVAAX vs VIHAX | |
| BlackRock Equity Dividend Fund Investor A Shares | 13.53% | — | Oct 1994 | SVAAX vs MDDVX |
Lowest Volatility Alternatives to SVAAX
SVAAX has 11.07% 1-year volatility. There are 19 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.93% | — | Dec 2011 | SVAAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | SVAAX vs CAIFX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | SVAAX vs JEPAX | |
| John Hancock Premium Dividend Fund | 8.97% | — | Dec 1989 | SVAAX vs PDT |
Lowest Drawdown Alternatives to SVAAX
SVAAX has a 1-year max drawdown of -4.71%. There is 1 mutual fund in the Dividend category with a shallower 1-year drawdown, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | SVAAX vs PMAIX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | SVAAX vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | SVAAX vs CDDYX | |
| American Funds The Income Fund of America Class A | -6.13% | — | Dec 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | -6.47% | — | Jul 1987 | SVAAX vs CAIFX |
Other Mutual Funds from Federated Hermes
The 4 most viewed Federated Hermes mutual funds shown here include QKACX, QALGX, FGSKX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | Large Cap Blend Equities | 47 | 8.21% | — | Oct 2002 | SVAAX vs QKACX | |
| Federated Hermes MDT Large Cap Growth Fund Class A | Large Cap Growth Equities | 18 | 5.65% | — | Sep 2005 | SVAAX vs QALGX | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Mid Cap Growth Equities | 4 | 0.41% | — | Dec 2006 | SVAAX vs FGSKX | |
| Federated Hermes Emerging Market Debt Fund Institu... | Emerging Markets Bonds | 80 | 3.20% | — | Oct 1996 | SVAAX vs EMDIX |
Often Compared With SVAAX
Investors most often compare SVAAX with AMINX, OIEIX, PSI. These 20 comparison targets span 9 categories, 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.
Pair SVAAX with funds that move differently
Federated Hermes Strategic Value Dividend Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVAAX.
Explore SVAAX Diversifiers