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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$21.09
Change+$1.29 (+6.52%)
VolumeN/A
Net Assets640.65M
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
Apr 11, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. FDERX (641M). VVIAX pays higher dividends than FDERX: VVIAX (2.26) vs FDERX (0.65). FDERX was incepted earlier than VVIAX: FDERX (12 years) vs VVIAX (24 years). FDERX (1.57) is less costly to investors than VVIAX (0.05). FDERX is a more actively managed with annual turnover of: 74.00 vs. VVIAX (10.00). FDERX has a lower initial minimum investment than VVIAX: FDERX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -4.28 vs. FDERX (-17.91). VVIAX return over 5 years is better than : 58.34 vs. FDERX (15.41).
| FDERX | VVIAX | FDERX / VVIAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -9.763 | -9.136 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 191B | 0% |
| Annual Yield % from dividends | 0.65 | 2.26 | 29% |
| Returns for 1 year | -17.91 | -4.28 | 418% |
| Returns for 3 years | -16.77 | 3.06 | -547% |
| Returns for 5 years | 15.41 | 58.34 | 26% |
| Returns for 10 years | -9.39 | 81.52 | -12% |
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