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FEFAX vs FXAIX
FEFAX vs FXAIX Comparison
Open Charts FEFAX vs FXAIX
First Eagle Rising Dividend Fund A
Price$26.80
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets427.73M
FEFAX vs FXAIX Comparison Chart
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FEFAX vs. FXAIX 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 FEFAX is a Hold and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. FEFAX (428M). FXAIX pays higher dividends than FEFAX: FXAIX (1.31) vs FEFAX (1.16). FEFAX was incepted earlier than FXAIX: FEFAX (26 years) vs FXAIX (14 years). FEFAX is a more actively managed with annual turnover of: 30.98 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than FEFAX: FXAIX (0) vs FEFAX (2500). FXAIX annual gain was more profitable for investors over the last year : 19.81 vs. FEFAX (12.64). FXAIX return over 5 years is better than : 94.76 vs. FEFAX (-3.78).
| FEFAX | FXAIX | FEFAX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 5.387 | 2.419 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 639B | 0% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | 12.64 | 19.81 | 64% |
| Returns for 3 years | 19.38 | 46.26 | 42% |
| Returns for 5 years | -3.78 | 94.76 | -4% |
| Returns for 10 years | -28.61 | 208.81 | -14% |
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