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FDERX vs VIVAX
FDERX vs VIVAX Comparison
Open Charts FDERX vs VIVAX
Federated Hermes Equity Income R
Price$23.51
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets739.48M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FDERX vs VIVAX Comparison Chart in %
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FDERX vs. VIVAX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FDERX (739M). VIVAX pays higher dividends than FDERX: VIVAX (2.06) vs FDERX (0.64). FDERX was incepted earlier than VIVAX: FDERX (12 years) vs VIVAX (33 years). FDERX (1.57) is less costly to investors than VIVAX (0.17). FDERX is a more actively managed with annual turnover of: 74.00 vs. VIVAX (9.00). 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 : 12.04 vs. FDERX (-1.48). VIVAX return over 5 years is better than : 80.14 vs. FDERX (29.45).
| FDERX | VIVAX | FDERX / VIVAX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 7.363 | 6.209 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 189B | 0% |
| Annual Yield % from dividends | 0.64 | 2.06 | 31% |
| Returns for 1 year | -1.48 | 12.04 | -12% |
| Returns for 3 years | 12.26 | 35.16 | 35% |
| Returns for 5 years | 29.45 | 80.14 | 37% |
| Returns for 10 years | 9.28 | 115.74 | 8% |
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