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 176 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SVAIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SVAIX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SVAIX vs VVIAX |
Best Risk-Adjusted Alternatives to SVAIX
SVAIX has a PortfoliosLab risk / return rank of 86. There are 78 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SVAIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SVAIX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | SVAIX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | SVAIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | SVAIX vs AVLVX |
Top Performing SVAIX Alternatives (YTD)
SVAIX is at 11.97% YTD. There are 143 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | SVAIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | SVAIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | SVAIX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | SVAIX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | SVAIX vs YAFFX |
Lowest Volatility Alternatives to SVAIX
SVAIX has 11.06% 1-year volatility. There are 140 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SVAIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | SVAIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SVAIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | SVAIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | 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 | |
|---|---|---|---|---|---|
| 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 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, KAUFX 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 | 21 | 6.13% | — | Sep 2005 | SVAIX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 15 | 1.55% | — | Sep 2008 | SVAIX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 19 | 12.28% | — | Feb 1986 | SVAIX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 51 | 8.18% | — | Oct 2002 | SVAIX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 1.61% | — | Aug 1984 | SVAIX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 76 | 1.73% | — | Dec 2008 | SVAIX vs FHYSX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 56 | 1.79% | — | Aug 1984 | SVAIX vs FHYTX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -7.65% | — | Dec 1995 | SVAIX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 69 | 1.54% | — | Nov 2002 | SVAIX vs FIHBX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 22 | 8.20% | — | Feb 1996 | SVAIX vs ISCAX |
Often Compared With SVAIX
Investors most often compare SVAIX with SPDG, BIICX, FSIDX. These 20 comparison targets span 8 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