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FDERX vs VIVAX
FDERX vs VIVAX Comparison
Open Charts FDERX vs VIVAX
Federated Hermes Equity Income R
Price$22.36
Change-$0.22 (-0.97%)
VolumeN/A
Net Assets717.77M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
FDERX vs VIVAX Comparison Chart
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FDERX vs. VIVAX commentary
Jun 15, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FDERX (718M). VIVAX pays higher dividends than FDERX: VIVAX (2.16) vs FDERX (0.67). 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 : 8.01 vs. FDERX (-5.82). VIVAX return over 5 years is better than : 72.56 vs. FDERX (23.36).
| 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 | 2.052 | 2.419 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 189B | 0% |
| Annual Yield % from dividends | 0.67 | 2.16 | 31% |
| Returns for 1 year | -5.82 | 8.01 | -73% |
| Returns for 3 years | 8.11 | 32.20 | 25% |
| Returns for 5 years | 23.36 | 72.56 | 32% |
| Returns for 10 years | 2.26 | 103.54 | 2% |
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