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 62 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% | 129.60B | Dec 2013 | SVAAX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | SVAAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | SVAAX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | SVAAX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | SVAAX vs VDIGX |
Best Risk-Adjusted Alternatives to SVAAX
SVAAX has a PortfoliosLab risk / return rank of 94. There are 6 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Equity Income Fund | 95 | — | Oct 1985 | SVAAX vs PRFDX | |
| Goldman Sachs Equity Income Fund | 95 | — | Feb 1993 | SVAAX vs GSGRX | |
| Russell Investments Equity Income Fund | 95 | — | Mar 2000 | SVAAX vs REAYX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | SVAAX vs VIHAX | |
| JPMorgan Equity Income Fund R6 | 94 | — | Jul 1987 | SVAAX vs OIEJX |
Top Performing SVAAX Alternatives (YTD)
SVAAX is at 14.99% YTD. There are 24 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.42% | — | Jan 2013 | SVAAX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 21.07% | — | May 2012 | SVAAX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 19.46% | — | Feb 1993 | SVAAX vs GSGRX | |
| Russell Investments Equity Income Fund | 18.97% | — | Mar 2000 | SVAAX vs REAYX | |
| T. Rowe Price Equity Income Fund | 18.75% | — | Oct 1985 | SVAAX vs PRFDX |
Lowest Volatility Alternatives to SVAAX
SVAAX has 11.22% 1-year volatility. There are 47 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | SVAAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.37% | — | Dec 1973 | SVAAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.15% | — | Jul 1987 | SVAAX vs CAIFX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | SVAAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | SVAAX vs ACIIX |
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 | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | SVAAX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | SVAAX vs CDDYX | |
| Federated Hermes Equity Income Fund | -6.01% | — | Dec 1986 | SVAAX vs LEIFX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 95 | 15.38% | — | Mar 2005 | SVAAX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 17 | 4.82% | — | Sep 2005 | SVAAX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 41 | 4.51% | — | Sep 2008 | SVAAX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 52 | 10.09% | — | Oct 2002 | SVAAX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 15 | 9.61% | — | Feb 1986 | SVAAX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 62 | 1.30% | — | Dec 2008 | SVAAX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 0.92% | — | Aug 1984 | SVAAX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 48 | 1.63% | — | Aug 1984 | SVAAX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 51 | 1.08% | — | Nov 2002 | SVAAX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -8.18% | — | Dec 1995 | SVAAX vs BEARX |
Often Compared With SVAAX
Investors most often compare SVAAX with AMINX, QKACX, FGSKX. 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