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FEFAX vs VTSMX
FEFAX vs VTSMX Comparison
Open Charts FEFAX vs VTSMX
First Eagle Rising Dividend Fund A
Price$28.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FEFAX vs VTSMX Comparison Chart
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FEFAX vs. VTSMX commentary
Nov 14, 2024
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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FEFAX (444M). VTSMX pays higher dividends than FEFAX: VTSMX (1.26) vs FEFAX (1.16). FEFAX was incepted earlier than VTSMX: FEFAX (26 years) vs VTSMX (33 years). FEFAX is a more actively managed with annual turnover of: 30.98 vs. VTSMX (2.00). FEFAX has a lower initial minimum investment than VTSMX: FEFAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 33.37 vs. FEFAX (19.97). VTSMX return over 5 years is better than : 87.43 vs. FEFAX (7.12).
| FEFAX | VTSMX | FEFAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 21.402 | 24.862 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 1.73T | 0% |
| Annual Yield % from dividends | 1.16 | 1.26 | 92% |
| Returns for 1 year | 19.97 | 33.37 | 60% |
| Returns for 3 years | -5.01 | 22.80 | -22% |
| Returns for 5 years | 7.12 | 87.43 | 8% |
| Returns for 10 years | -25.48 | 193.39 | -13% |