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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$25.88
Change-$0.15 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FDERX (785M). 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). FDERX (25.62) and VVIAX (25.54) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. FDERX (25.32).
| 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 | 16.971 | 17.922 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 184B | 0% |
| Annual Yield % from dividends | 0.58 | 2.36 | 25% |
| Returns for 1 year | 25.62 | 25.54 | 100% |
| Returns for 3 years | -5.50 | 21.55 | -26% |
| Returns for 5 years | 25.32 | 50.78 | 50% |
| Returns for 10 years | 13.79 | 110.49 | 12% |