SVAIX Alternatives & Similar Mutual Funds

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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	SVAIX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	SVAIX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	SVAIX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	SVAIX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	SVAIX vs TILVX

Best Risk-Adjusted Alternatives to SVAIX

SVAIX has a PortfoliosLab risk / return rank of 78. There are 110 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	SVAIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	SVAIX vs FGINX
VALAX	Al Frank Fund	95	—	May 2006	SVAIX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	SVAIX vs AVLVX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	SVAIX vs MALVX

Top Performing SVAIX Alternatives (YTD)

SVAIX is at 8.76% YTD. There are 201 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	24.99%	—	May 1997	SVAIX vs YAFFX
VALAX	Al Frank Fund	24.12%	—	May 2006	SVAIX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	22.25%	—	Jun 2022	SVAIX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.04%	—	Jun 2015	SVAIX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	19.41%	—	Jan 1975	SVAIX vs NPRTX

Lowest Volatility Alternatives to SVAIX

SVAIX has 10.75% 1-year volatility. There are 105 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.45%	—	Sep 2017	SVAIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	SVAIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	SVAIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	SVAIX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.34%	—	Dec 2007	SVAIX vs TMMAX

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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	SVAIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	SVAIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	SVAIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	SVAIX vs TORYX
TOWFX	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, KAUFX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	22	5.22%	—	Sep 2005	SVAIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	6	-1.55%	—	Sep 2008	SVAIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	15	9.43%	—	Feb 1986	SVAIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	47	5.92%	—	Oct 2002	SVAIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	-0.33%	—	Aug 1984	SVAIX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	69	1.19%	—	Dec 2008	SVAIX vs FHYSX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	0	-7.92%	—	Dec 1995	SVAIX vs BEARX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	65	1.16%	—	Nov 2002	SVAIX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	55	1.34%	—	Aug 1984	SVAIX vs FHYTX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	37	10.83%	—	Feb 1996	SVAIX vs ISCAX

Often Compared With SVAIX

Investors most often compare SVAIX with SPDG, BIICX, VTV. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPDG	SPDR Portfolio S&P Sector Neutral Dividend ETF	Dividend	67	15.07%	12.45M	Sep 2023	SVAIX vs SPDG
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	50	3.66%	—	Apr 2008	SVAIX vs BIICX
VTV	Vanguard Value ETF	Large Cap Value Equities	87	15.12%	245.00B	Jan 2004	SVAIX vs VTV
FSIDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	88	12.78%	—	Dec 2003	SVAIX vs FSIDX
FEVIX	First Eagle U.S. Value Fund	Diversified Portfolio	30	1.55%	—	Sep 2001	SVAIX vs FEVIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	76	17.24%	99.95B	Oct 2011	SVAIX vs SCHD
VIG	Vanguard Dividend Appreciation ETF	Dividend	61	7.53%	127.80B	Apr 2006	SVAIX vs VIG
VYM	Vanguard High Dividend Yield ETF	Dividend	78	11.70%	96.10B	Nov 2006	SVAIX vs VYM
QDIV	Global X S&P 500 Quality Dividend ETF	Dividend, S&P 500	31	7.23%	46.71M	Jul 2018	SVAIX vs QDIV
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	52	5.44%	—	Sep 2011	SVAIX vs NRIIX
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Dividend, Large Cap Blend Equities	51	7.33%	127.80B	Dec 2013	SVAIX vs VDADX
BMCIX	BlackRock High Equity Income Fund	Derivative Income	54	9.40%	—	Apr 1998	SVAIX vs BMCIX
HHDVX	Hamlin High Dividend Equity Fund	Large Cap Value Equities	42	11.05%	—	Mar 2012	SVAIX vs HHDVX
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	39	9.47%	—	Dec 2005	SVAIX vs CIHIX
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	79	11.43%	—	Mar 2014	SVAIX vs PJDZX
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	79	13.18%	—	Aug 1988	SVAIX vs INUTX
DRGVX	BNY Mellon Dynamic Value Fund Class I	Large Cap Value Equities	83	15.16%	—	May 2001	SVAIX vs DRGVX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	65	8.30%	9.77B	Sep 2016	SVAIX vs FDVV
MVIAX	Praxis Value Index Fund	Large Cap Value Equities	85	14.12%	—	May 2001	SVAIX vs MVIAX
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	30	6.18%	—	Apr 2002	SVAIX vs DDVCX

Compare SVAIX with Any Fund or Stock

Compare SVAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Federated Hermes Strategic Value Dividend Fund (SVAIX) Alternatives