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FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$27.43
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets418.09M
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
FEFAX vs VIVAX Comparison Chart in %
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FEFAX vs. VIVAX commentary
Jun 30, 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 (418M). 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). VIVAX annual gain was more profitable for investors over the last year : 10.56 vs. FEFAX (8.44). VIVAX return over 5 years is better than : 82.89 vs. FEFAX (16.52).
| 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 | 8.174 | 4.402 | 186% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 189B | 0% |
| Annual Yield % from dividends | 0.93 | 2.16 | 43% |
| Returns for 1 year | 8.44 | 10.56 | 80% |
| Returns for 3 years | 36.65 | 33.24 | 110% |
| Returns for 5 years | 16.52 | 82.89 | 20% |
| Returns for 10 years | -24.69 | 112.46 | -22% |