Interact to see
Advertisement
Advertisement
FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$23.51
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets739.48M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FDERX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDERX vs. VVIAX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. FDERX (739M). VVIAX pays higher dividends than FDERX: VVIAX (2.18) vs FDERX (0.64). 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 : 12.03 vs. FDERX (-1.48). VVIAX return over 5 years is better than : 80.13 vs. FDERX (29.45).
| 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 | 7.363 | 6.198 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 189B | 0% |
| Annual Yield % from dividends | 0.64 | 2.18 | 29% |
| Returns for 1 year | -1.48 | 12.03 | -12% |
| Returns for 3 years | 12.26 | 35.17 | 35% |
| Returns for 5 years | 29.45 | 80.13 | 37% |
| Returns for 10 years | 9.28 | 115.67 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement