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FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$26.80
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets427.73M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FEFAX vs VIVAX Comparison Chart
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FEFAX vs. VIVAX 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 VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FEFAX (428M). 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 : 13.43 vs. FEFAX (12.64). VIVAX return over 5 years is better than : 47.22 vs. FEFAX (-3.78).
| 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 | 5.387 | 4.148 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 193B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 12.64 | 13.43 | 94% |
| Returns for 3 years | 19.38 | 23.92 | 81% |
| Returns for 5 years | -3.78 | 47.22 | -8% |
| Returns for 10 years | -28.61 | 105.56 | -27% |
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