Federated Hermes Strategic Value Dividend Fund (SVAIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SVAIX

SVAIX charges 0.81% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SVAIX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	SVAIX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	SVAIX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	SVAIX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	SVAIX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	SVAIX vs TILVX

Best Risk-Adjusted Alternatives to SVAIX

Among mutual funds in the Large Cap Value Equities 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
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	SVAIX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	SVAIX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	SVAIX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	SVAIX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	SVAIX vs VALAX

Top Performing SVAIX Alternatives (YTD)

SVAIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	SVAIX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	SVAIX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	SVAIX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	SVAIX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	SVAIX vs HFCVX

Lowest Volatility Alternatives to SVAIX

SVAIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	SVAIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	SVAIX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	SVAIX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	SVAIX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	SVAIX vs ACIIX

Lowest Drawdown Alternatives to SVAIX

SVAIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	SVAIX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	SVAIX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	SVAIX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	SVAIX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	SVAIX vs PSECX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	SVAIX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	SVAIX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	SVAIX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	SVAIX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	SVAIX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	SVAIX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	SVAIX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	SVAIX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	SVAIX vs BEARX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	89	-1.76%	Dec 24, 2008	SVAIX vs FHYSX

Often Compared With SVAIX

What investors most often compare with SVAIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPDG	SPDR Portfolio S&P Sector Neutral Dividend ETF	Dividend	50	2.97%	Sep 11, 2023	SVAIX vs SPDG
VTV	Vanguard Value ETF	Large Cap Value Equities	67	3.30%	Jan 26, 2004	SVAIX vs VTV
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	74	-1.67%	Apr 6, 2008	SVAIX vs BIICX
FSIDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	75	3.31%	Dec 23, 2003	SVAIX vs FSIDX
FEVIX	First Eagle U.S. Value Fund	Diversified Portfolio	77	-0.55%	Sep 3, 2001	SVAIX vs FEVIX
VIG	Vanguard Dividend Appreciation ETF	Dividend	55	-1.77%	Dec 19, 2013	SVAIX vs VIG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	SVAIX vs SCHD
VYM	Vanguard High Dividend Yield ETF	Dividend	72	3.80%	Feb 7, 2019	SVAIX vs VYM
QDIV	Global X S&P 500 Quality Dividend ETF	Dividend, S&P 500	29	6.62%	Jul 13, 2018	SVAIX vs QDIV
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Large Cap Blend Equities	37	-3.77%	Dec 19, 2013	SVAIX vs VDADX
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	81	1.42%	Sep 12, 2011	SVAIX vs NRIIX
BMCIX	BlackRock High Equity Income Fund	Derivative Income	26	-5.16%	Apr 30, 1998	SVAIX vs BMCIX
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	76	2.88%	Dec 14, 2005	SVAIX vs CIHIX
HHDVX	Hamlin High Dividend Equity Fund	Large Cap Value Equities	22	-0.53%	Mar 30, 2012	SVAIX vs HHDVX
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	64	3.57%	Aug 1, 1988	SVAIX vs INUTX
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	67	0.63%	Mar 4, 2014	SVAIX vs PJDZX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	60	-1.78%	Sep 12, 2016	SVAIX vs FDVV
DRGVX	BNY Mellon Dynamic Value Fund Class I	Large Cap Value Equities	53	0.14%	May 31, 2001	SVAIX vs DRGVX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	78	-2.26%	Feb 22, 2022	SVAIX vs CGDV
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SVAIX vs FXAIX

Compare SVAIX with Any Fund or Stock

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

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Federated Hermes Strategic Value Dividend Fund

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