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FEFAX vs VVIAX
FEFAX vs VVIAX Comparison
Open Charts FEFAX vs VVIAX
First Eagle Rising Dividend Fund A
Price$25.68
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.27
Change-$0.17 (-0.26%)
VolumeN/A
CapitalizationN/A
FEFAX vs VVIAX Comparison Chart
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FEFAX vs. VVIAX commentary
Dec 24, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FEFAX (415M). VVIAX pays higher dividends than FEFAX: VVIAX (2.36) vs FEFAX (1.16). FEFAX was incepted earlier than VVIAX: FEFAX (26 years) vs VVIAX (24 years). FEFAX is a more actively managed with annual turnover of: 30.98 vs. VVIAX (10.00). FEFAX has a lower initial minimum investment than VVIAX: FEFAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 15.12 vs. FEFAX (11.62). VVIAX return over 5 years is better than : 42.91 vs. FEFAX (-4.25).
| FEFAX | VVIAX | FEFAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 11.224 | 14.406 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 195B | 0% |
| Annual Yield % from dividends | 1.16 | 2.36 | 49% |
| Returns for 1 year | 11.62 | 15.12 | 77% |
| Returns for 3 years | 0.77 | 17.95 | 4% |
| Returns for 5 years | -4.25 | 42.91 | -10% |
| Returns for 10 years | -29.51 | 99.94 | -30% |
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