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FDERX vs VIVAX
FDERX vs VIVAX Comparison
Open Charts FDERX vs VIVAX
Federated Hermes Equity Income R
Price$22.82
Change-$0.26 (-1.13%)
VolumeN/A
Net Assets759.32M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FDERX vs VIVAX Comparison Chart
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FDERX vs. VIVAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDERX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FDERX (759M). VIVAX pays higher dividends than FDERX: VIVAX (2.25) vs FDERX (0.58). FDERX was incepted earlier than VIVAX: FDERX (12 years) vs VIVAX (32 years). FDERX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (10.00). FDERX has a lower initial minimum investment than VIVAX: FDERX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. FDERX (-0.92). VIVAX return over 5 years is better than : 47.22 vs. FDERX (7.27).
| FDERX | VIVAX | FDERX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 3.881 | 4.148 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 193B | 0% |
| Annual Yield % from dividends | 0.58 | 2.25 | 26% |
| Returns for 1 year | -0.92 | 13.43 | -7% |
| Returns for 3 years | 0.05 | 23.92 | 0% |
| Returns for 5 years | 7.27 | 47.22 | 15% |
| Returns for 10 years | 3.97 | 105.56 | 4% |
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