Federated Hermes Strategic Value Dividend Fund (SVAIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SVAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVAIX
SVAIX charges 0.81% annually. There are 177 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SVAIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SVAIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SVAIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SVAIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | SVAIX vs VVIAX |
Best Risk-Adjusted Alternatives to SVAIX
SVAIX has a PortfoliosLab risk / return rank of 94. There are 40 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | SVAIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | SVAIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | SVAIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | SVAIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | SVAIX vs MALVX |
Top Performing SVAIX Alternatives (YTD)
SVAIX is at 15.85% YTD. There are 105 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | SVAIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | SVAIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | SVAIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | SVAIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | SVAIX vs YAFFX |
Lowest Volatility Alternatives to SVAIX
SVAIX has 11.21% 1-year volatility. There are 141 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SVAIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | SVAIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SVAIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SVAIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SVAIX vs ACIIX |
Lowest Drawdown Alternatives to SVAIX
SVAIX has a 1-year max drawdown of -4.66%. There are 4 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SVAIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SVAIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SVAIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | SVAIX vs TORYX | |
| Towpath Focus Fund | -4.72% | — | Dec 2019 | SVAIX vs TOWFX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include QILGX, QAMNX, QIACX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Sep 2005 | SVAIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 54 | 4.61% | — | Sep 2008 | SVAIX vs QAMNX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 53 | 8.33% | — | Oct 2002 | SVAIX vs QIACX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 14 | 8.01% | — | Feb 1986 | SVAIX vs KAUFX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 74 | 0.96% | — | Dec 2008 | SVAIX vs FHYSX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | -0.82% | — | Aug 1984 | SVAIX vs FGSAX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.32% | — | Aug 1984 | SVAIX vs FHYTX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 64 | 0.85% | — | Nov 2002 | SVAIX vs FIHBX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | SVAIX vs BEARX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 33 | 8.26% | — | Feb 1996 | SVAIX vs ISCAX |
Often Compared With SVAIX
Investors most often compare SVAIX with SPDG, BIICX, FSIDX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SVAIX with Any Fund or Stock
Compare SVAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVAIX with funds that move differently
Federated Hermes Strategic Value Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVAIX.
Explore SVAIX Diversifiers