SVAIX vs. PJDZX
Compare and contrast key facts about Federated Hermes Strategic Value Dividend Fund (SVAIX) and PGIM Jennison Rising Dividend Fund (PJDZX).
SVAIX is managed by Federated. It was launched on Mar 30, 2005. PJDZX is managed by PGIM. It was launched on Mar 4, 2014.
Performance
SVAIX vs. PJDZX - Performance Comparison
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SVAIX vs. PJDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 8.28% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
PJDZX PGIM Jennison Rising Dividend Fund | 0.63% | 18.84% | 40.98% | 8.67% | -10.35% | 24.62% | 13.96% | 32.01% | -7.14% | 17.53% |
Returns By Period
In the year-to-date period, SVAIX achieves a 8.28% return, which is significantly higher than PJDZX's 0.63% return. Over the past 10 years, SVAIX has underperformed PJDZX with an annualized return of 8.37%, while PJDZX has yielded a comparatively higher 13.73% annualized return.
SVAIX
- 1D
- 0.29%
- 1M
- -3.41%
- YTD
- 8.28%
- 6M
- 10.68%
- 1Y
- 16.18%
- 3Y*
- 13.50%
- 5Y*
- 11.56%
- 10Y*
- 8.37%
PJDZX
- 1D
- -0.64%
- 1M
- -6.26%
- YTD
- 0.63%
- 6M
- 4.11%
- 1Y
- 16.90%
- 3Y*
- 22.99%
- 5Y*
- 13.38%
- 10Y*
- 13.73%
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SVAIX vs. PJDZX - Expense Ratio Comparison
SVAIX has a 0.81% expense ratio, which is lower than PJDZX's 0.99% expense ratio.
Return for Risk
SVAIX vs. PJDZX — Risk / Return Rank
SVAIX
PJDZX
SVAIX vs. PJDZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund (SVAIX) and PGIM Jennison Rising Dividend Fund (PJDZX). 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.
| SVAIX | PJDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.18 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.64 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.43 | +0.21 |
Martin ratioReturn relative to average drawdown | 7.78 | 7.15 | +0.63 |
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
| SVAIX | PJDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.18 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.82 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.80 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.73 | -0.21 |
Correlation
The correlation between SVAIX and PJDZX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SVAIX vs. PJDZX - Dividend Comparison
SVAIX's dividend yield for the trailing twelve months is around 5.98%, less than PJDZX's 6.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.98% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
PJDZX PGIM Jennison Rising Dividend Fund | 6.39% | 6.44% | 34.62% | 1.21% | 0.93% | 8.48% | 4.75% | 4.32% | 10.34% | 1.83% | 1.48% | 1.31% |
Drawdowns
SVAIX vs. PJDZX - Drawdown Comparison
The maximum SVAIX drawdown since its inception was -50.62%, which is greater than PJDZX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for SVAIX and PJDZX.
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Drawdown Indicators
| SVAIX | PJDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -33.59% | -17.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.70% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.13% | -17.57% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -36.53% | -33.59% | -2.94% |
Current DrawdownCurrent decline from peak | -3.68% | -6.54% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -4.04% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.35% | +0.31% |
Volatility
SVAIX vs. PJDZX - Volatility Comparison
The current volatility for Federated Hermes Strategic Value Dividend Fund (SVAIX) is 2.80%, while PGIM Jennison Rising Dividend Fund (PJDZX) has a volatility of 3.79%. This indicates that SVAIX experiences smaller price fluctuations and is considered to be less risky than PJDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVAIX | PJDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 3.79% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 8.19% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 15.41% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 16.48% | -2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 17.27% | -1.85% |