SVAAX vs. FINFX
SVAAX (Federated Hermes Strategic Value Dividend Fund Class A) and FINFX (American Funds Fundamental Investors® Class F-2) are both mutual funds - SVAAX is a Dividend fund actively managed by Federated Hermes, while FINFX is a Large Cap Blend Equities fund managed by American Funds. Over the past 10 years, SVAAX returned 7.83%/yr vs 15.13%/yr for FINFX. A 0.69 correlation means they provide meaningful diversification when combined. SVAAX charges 1.06%/yr vs 0.39%/yr for FINFX.
Performance
SVAAX vs. FINFX - Performance Comparison
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Returns By Period
In the year-to-date period, SVAAX achieves a 8.72% return, which is significantly lower than FINFX's 15.23% return. Over the past 10 years, SVAAX has underperformed FINFX with an annualized return of 7.83%, while FINFX has yielded a comparatively higher 15.13% annualized return.
SVAAX
- 1D
- 0.44%
- 1M
- -0.20%
- YTD
- 8.72%
- 6M
- 8.60%
- 1Y
- 18.89%
- 3Y*
- 15.08%
- 5Y*
- 10.02%
- 10Y*
- 7.83%
FINFX
- 1D
- 0.01%
- 1M
- 5.92%
- YTD
- 15.23%
- 6M
- 16.26%
- 1Y
- 34.80%
- 3Y*
- 26.35%
- 5Y*
- 15.15%
- 10Y*
- 15.13%
SVAAX vs. FINFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 8.72% | 14.42% | 16.29% | -2.07% | 8.07% | 21.36% | -8.15% | 19.42% | -8.44% | 14.69% |
FINFX American Funds Fundamental Investors® Class F-2 | 15.23% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
Correlation
The correlation between SVAAX and FINFX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2008 | 0.69 |
Over the past year, the correlation between SVAAX and FINFX has dropped to 0.13 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
SVAAX vs. FINFX — Risk / Return Rank
SVAAX
FINFX
SVAAX vs. FINFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) and American Funds Fundamental Investors® Class F-2 (FINFX). 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.
| SVAAX | FINFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.47 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | 3.36 | +1.70 |
| Martin ratioReturn relative to average drawdown | 13.74 | 15.58 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SVAAX | FINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 2.60 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.91 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.86 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.61 | -0.13 |
Drawdowns
SVAAX vs. FINFX - Drawdown Comparison
The maximum SVAAX drawdown since its inception was -51.16%, which is greater than FINFX's maximum drawdown of -46.54%. Use the drawdown chart below to compare losses from any high point for SVAAX and FINFX.
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Drawdown Indicators
| SVAAX | FINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.16% | -46.54% | -4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -4.71% | -10.64% | +5.93% |
Max Drawdown (3Y)Largest decline over 3 years | -12.84% | -17.94% | +5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.17% | -24.95% | +8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -36.47% | -33.91% | -2.56% |
Current DrawdownCurrent decline from peak | -3.33% | 0.00% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -5.99% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.29% | +0.31% |
Volatility
SVAAX vs. FINFX - Volatility Comparison
Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) and American Funds Fundamental Investors® Class F-2 (FINFX) have volatilities of 3.60% and 3.69%, 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.
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Volatility by Period
| SVAAX | FINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 3.69% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 10.83% | -3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.30% | 13.76% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.65% | 16.80% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.39% | 17.73% | -2.34% |
SVAAX vs. FINFX - Expense Ratio Comparison
SVAAX has a 1.06% expense ratio, which is higher than FINFX's 0.39% expense ratio.
Dividends
SVAAX vs. FINFX - Dividend Comparison
SVAAX's dividend yield for the trailing twelve months is around 5.88%, less than FINFX's 7.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 7.59% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
SVAAX Federated Hermes Strategic Value Dividend Fund Class A | 5.88% | 5.80% | 7.38% | 4.10% | 9.49% | 3.50% | 4.06% | 8.55% | 8.39% | 10.16% | 5.00% | 8.45% |
Frequently Asked Questions
SVAAX and FINFX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FINFX has higher volatility (3.69%) compared to SVAAX (3.60%). In terms of maximum drawdown, SVAAX dropped -51.16% vs FINFX's -46.54%.
FINFX currently has the higher Sharpe Ratio (2.60 vs 2.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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