FEVIX vs. SVAIX
Compare and contrast key facts about First Eagle U.S. Value Fund (FEVIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
FEVIX is managed by First Eagle. It was launched on Sep 3, 2001. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEVIX or SVAIX.
Correlation
The correlation between FEVIX and SVAIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FEVIX vs. SVAIX - Performance Comparison
Key characteristics
FEVIX:
1.22
SVAIX:
2.04
FEVIX:
1.56
SVAIX:
2.76
FEVIX:
1.23
SVAIX:
1.37
FEVIX:
1.17
SVAIX:
1.98
FEVIX:
4.01
SVAIX:
7.84
FEVIX:
3.23%
SVAIX:
2.88%
FEVIX:
10.64%
SVAIX:
11.08%
FEVIX:
-39.67%
SVAIX:
-50.87%
FEVIX:
-5.21%
SVAIX:
-0.17%
Returns By Period
In the year-to-date period, FEVIX achieves a 4.10% return, which is significantly lower than SVAIX's 7.66% return. Over the past 10 years, FEVIX has underperformed SVAIX with an annualized return of 1.61%, while SVAIX has yielded a comparatively higher 4.63% annualized return.
FEVIX
4.10%
-0.23%
-1.89%
11.72%
7.00%
1.61%
SVAIX
7.66%
3.93%
3.74%
22.38%
8.22%
4.63%
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FEVIX vs. SVAIX - Expense Ratio Comparison
FEVIX has a 0.83% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
FEVIX vs. SVAIX — Risk-Adjusted Performance Rank
FEVIX
SVAIX
FEVIX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle U.S. Value Fund (FEVIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FEVIX vs. SVAIX - Dividend Comparison
FEVIX's dividend yield for the trailing twelve months is around 1.79%, less than SVAIX's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEVIX First Eagle U.S. Value Fund | 1.79% | 1.87% | 1.47% | 0.85% | 1.09% | 1.30% | 1.13% | 1.09% | 0.46% | 0.45% | 0.51% | 0.65% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 3.34% | 3.86% | 4.31% | 4.16% | 3.72% | 4.31% | 3.97% | 4.35% | 3.74% | 3.11% | 3.60% | 5.47% |
Drawdowns
FEVIX vs. SVAIX - Drawdown Comparison
The maximum FEVIX drawdown since its inception was -39.67%, smaller than the maximum SVAIX drawdown of -50.87%. Use the drawdown chart below to compare losses from any high point for FEVIX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
FEVIX vs. SVAIX - Volatility Comparison
First Eagle U.S. Value Fund (FEVIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX) have volatilities of 2.35% and 2.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.