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FEAIX vs VIVAX
FEAIX vs VIVAX Comparison
Open Charts FEAIX vs VIVAX
First Eagle Rising Dividend Fund I
Price$27.11
Change-$0.57 (-2.06%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FEAIX vs VIVAX Comparison Chart
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FEAIX vs. VIVAX 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 FEAIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FEAIX (423M). VIVAX pays higher dividends than FEAIX: VIVAX (2.25) vs FEAIX (1.31). FEAIX was incepted earlier than VIVAX: FEAIX (12 years) vs VIVAX (32 years). FEAIX is a more actively managed with annual turnover of: 30.98 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than FEAIX: VIVAX (3000) vs FEAIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. FEAIX (14.60). VIVAX return over 5 years is better than : 44.64 vs. FEAIX (0.89).
| FEAIX | VIVAX | FEAIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 13.367 | 16.008 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 195B | 0% |
| Annual Yield % from dividends | 1.31 | 2.25 | 58% |
| Returns for 1 year | 14.60 | 16.42 | 89% |
| Returns for 3 years | 4.60 | 20.48 | 22% |
| Returns for 5 years | 0.89 | 44.64 | 2% |
| Returns for 10 years | -23.76 | 104.82 | -23% |
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