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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$22.82
Change-$0.26 (-1.13%)
VolumeN/A
Net Assets759.32M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FDERX vs VVIAX Comparison Chart
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FDERX vs. VVIAX commentary
Feb 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. FDERX (759M). 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 : 13.46 vs. FDERX (-0.92). VVIAX return over 5 years is better than : 47.22 vs. FDERX (7.27).
| 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 | 3.881 | 4.164 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 193B | 0% |
| Annual Yield % from dividends | 0.58 | 2.36 | 25% |
| Returns for 1 year | -0.92 | 13.46 | -7% |
| Returns for 3 years | 0.05 | 23.94 | 0% |
| Returns for 5 years | 7.27 | 47.22 | 15% |
| Returns for 10 years | 3.97 | 105.55 | 4% |
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