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FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$26.68
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets405.69M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
FEFAX vs VIVAX Comparison Chart
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FEFAX vs. VIVAX commentary
Jun 07, 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: 189B vs. FEFAX (406M). VIVAX pays higher dividends than FEFAX: VIVAX (2.16) vs FEFAX (0.93). 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 (6.90) and VIVAX (6.81) have marching annual gain over last year. VIVAX return over 5 years is better than : 58.70 vs. FEFAX (8.95).
| 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 | 5.216 | 1.238 | 421% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 189B | 0% |
| Annual Yield % from dividends | 0.93 | 2.16 | 43% |
| Returns for 1 year | 6.90 | 6.81 | 101% |
| Returns for 3 years | 24.11 | 18.51 | 130% |
| Returns for 5 years | 8.95 | 58.70 | 15% |
| Returns for 10 years | -28.23 | 102.90 | -27% |
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