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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$21.97
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets704.04M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
May 23, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FDERX (704M). VVIAX pays higher dividends than FDERX: VVIAX (2.34) vs FDERX (0.70). FDERX was incepted earlier than VVIAX: FDERX (12 years) vs VVIAX (25 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 (9.00). 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 : 4.72 vs. FDERX (-8.74). VVIAX return over 5 years is better than : 75.22 vs. FDERX (25.64).
| 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 | 25 years | - |
| Gain YTD | 0.445 | 0.391 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 184B | 0% |
| Annual Yield % from dividends | 0.70 | 2.34 | 30% |
| Returns for 1 year | -8.74 | 4.72 | -185% |
| Returns for 3 years | 0.14 | 21.99 | 1% |
| Returns for 5 years | 25.64 | 75.22 | 34% |
| Returns for 10 years | -0.48 | 97.34 | -0% |
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