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FEFAX vs VIVIX
FEFAX vs VIVIX Comparison
Open Charts FEFAX vs VIVIX
First Eagle Rising Dividend Fund A
Price$26.68
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets405.69M
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
FEFAX vs VIVIX Comparison Chart
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FEFAX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. FEFAX (406M). VIVIX pays higher dividends than FEFAX: VIVIX (2.29) vs FEFAX (0.93). FEFAX was incepted earlier than VIVIX: FEFAX (27 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 (9.00). FEFAX has a lower initial minimum investment than VIVIX: FEFAX (2500) vs VIVIX (5000000). FEFAX (6.90) and VIVIX (6.80) have marching annual gain over last year. VIVIX return over 5 years is better than : 58.67 vs. FEFAX (8.95).
| 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 | 27 years | 27 years | - |
| Gain YTD | 5.216 | 1.255 | 416% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 189B | 0% |
| Annual Yield % from dividends | 0.93 | 2.29 | 41% |
| Returns for 1 year | 6.90 | 6.80 | 101% |
| Returns for 3 years | 24.11 | 18.51 | 130% |
| Returns for 5 years | 8.95 | 58.67 | 15% |
| Returns for 10 years | -28.23 | 102.87 | -27% |
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