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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$22.81
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets757.84M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FDERX (758M). VVIAX pays higher dividends than FDERX: VVIAX (2.36) vs FDERX (0.58). FDERX was incepted earlier than VVIAX: FDERX (12 years) vs VVIAX (24 years). FDERX is a more actively managed with annual turnover of: 75.00 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 : 18.18 vs. FDERX (5.15). VVIAX return over 5 years is better than : 44.18 vs. FDERX (6.10).
| FDERX | VVIAX | FDERX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 3.823 | 3.195 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 184B | 0% |
| Annual Yield % from dividends | 0.58 | 2.36 | 25% |
| Returns for 1 year | 5.15 | 18.18 | 28% |
| Returns for 3 years | -3.60 | 18.46 | -19% |
| Returns for 5 years | 6.10 | 44.18 | 14% |
| Returns for 10 years | 8.72 | 111.13 | 8% |
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