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FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$28.34
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets427.7M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
FEFAX vs VIVAX Comparison Chart in %
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FEFAX vs. VIVAX commentary
Aug 10, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. FEFAX (428M). VIVAX pays higher dividends than FEFAX: VIVAX (2.06) vs FEFAX (1.02). FEFAX was incepted earlier than VIVAX: FEFAX (27 years) vs VIVAX (33 years). FEFAX (1.07) is less costly to investors than VIVAX (0.17). FEFAX is a more actively managed with annual turnover of: 15.44 vs. VIVAX (9.00). FEFAX has a lower initial minimum investment than VIVAX: FEFAX (2500) vs VIVAX (3000). FEFAX annual gain was more profitable for investors over the last year : 10.88 vs. VIVAX (9.20). VIVAX return over 5 years is better than : 68.23 vs. FEFAX (11.25).
| FEFAX | VIVAX | FEFAX / VIVAX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 12.225 | 5.134 | 238% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 196B | 0% |
| Annual Yield % from dividends | 1.02 | 2.06 | 49% |
| Returns for 1 year | 10.88 | 9.20 | 118% |
| Returns for 3 years | 31.74 | 29.29 | 108% |
| Returns for 5 years | 11.25 | 68.23 | 16% |
| Returns for 10 years | -23.33 | 113.03 | -21% |