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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$24.73
Change-$0.69 (-2.71%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
Dec 19, 2024
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: 195B vs. FDERX (761M). 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 (16.45) and FDERX (15.77) have marching annual gain over last year. VVIAX return over 5 years is better than : 44.62 vs. FDERX (20.71).
| 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 | 14.985 | 16.051 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 195B | 0% |
| Annual Yield % from dividends | 0.58 | 2.36 | 25% |
| Returns for 1 year | 15.77 | 16.45 | 96% |
| Returns for 3 years | -3.28 | 20.49 | -16% |
| Returns for 5 years | 20.71 | 44.62 | 46% |
| Returns for 10 years | 10.68 | 104.84 | 10% |
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