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FEFRX vs FXAIX
FEFRX vs FXAIX Comparison
Open Charts FEFRX vs FXAIX
First Eagle Rising Dividend Fund R6
Price$29.22
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
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FEFRX vs FXAIX Comparison Chart
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FEFRX vs. FXAIX commentary
Sep 21, 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 FEFRX is a Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. FEFRX (441M). FEFRX (1.32) and FXAIX (1.31) have matching dividends . FEFRX was incepted earlier than FXAIX: FEFRX (8 years) vs FXAIX (13 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. FXAIX (3.00). FEFRX (0) and FXAIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 33.63 vs. FEFRX (19.03). FXAIX return over 5 years is better than : 104.21 vs. FEFRX (9.22).
| FEFRX | FXAIX | FEFRX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 19.347 | 20.776 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 585B | 0% |
| Annual Yield % from dividends | 1.32 | 1.31 | 101% |
| Returns for 1 year | 19.03 | 33.63 | 57% |
| Returns for 3 years | -0.34 | 37.19 | -1% |
| Returns for 5 years | 9.22 | 104.21 | 9% |
| Returns for 10 years | N/A | 212.82 | - |
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