Ad is loading...
FEFAX vs VIVIX
FEFAX vs VIVIX Comparison
Open Charts FEFAX vs VIVIX
First Eagle Rising Dividend Fund A
Price$25.08
Change+$0.39 (+1.58%)
VolumeN/A
Net Assets382.27M
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
FEFAX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FEFAX vs. VIVIX commentary
Apr 25, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. FEFAX (382M). VIVIX pays higher dividends than FEFAX: VIVIX (2.27) vs FEFAX (0.93). FEFAX was incepted earlier than VIVIX: FEFAX (26 years) vs VIVIX (27 years). FEFAX (1.07) is less costly to investors than VIVIX (0.04). FEFAX is a more actively managed with annual turnover of: 15.44 vs. VIVIX (10.00). FEFAX has a lower initial minimum investment than VIVIX: FEFAX (2500) vs VIVIX (5000000). FEFAX annual gain was more profitable for investors over the last year : 5.34 vs. VIVIX (3.40). VIVIX return over 5 years is better than : 69.91 vs. FEFAX (15.49).
| FEFAX | VIVIX | FEFAX / VIVIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -1.094 | -3.411 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 191B | 0% |
| Annual Yield % from dividends | 0.93 | 2.27 | 41% |
| Returns for 1 year | 5.34 | 3.40 | 157% |
| Returns for 3 years | 13.19 | 12.73 | 104% |
| Returns for 5 years | 15.49 | 69.91 | 22% |
| Returns for 10 years | -31.79 | 92.47 | -34% |
View a ticker or compare two or three
VS
VS
Ad is loading...