Ad is loading...
FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$25.68
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
FEFAX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FEFAX vs. VIVAX commentary
Dec 24, 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 FEFAX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FEFAX (415M). VIVAX pays higher dividends than FEFAX: VIVAX (2.25) vs FEFAX (1.16). FEFAX was incepted earlier than VIVAX: FEFAX (26 years) vs VIVAX (32 years). FEFAX is a more actively managed with annual turnover of: 30.98 vs. VIVAX (10.00). FEFAX has a lower initial minimum investment than VIVAX: FEFAX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.09 vs. FEFAX (11.62). VIVAX return over 5 years is better than : 42.89 vs. FEFAX (-4.25).
| FEFAX | VIVAX | FEFAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 11.224 | 14.381 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 195B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 11.62 | 15.09 | 77% |
| Returns for 3 years | 0.77 | 17.92 | 4% |
| Returns for 5 years | -4.25 | 42.89 | -10% |
| Returns for 10 years | -29.51 | 99.89 | -30% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers