Ad is loading...
Ad is loading...
FEFRX vs FXAIX
FEFRX vs FXAIX Comparison
Open Charts FEFRX vs FXAIX
First Eagle Rising Dividend Fund R6
Price$29.32
Change-$0.24 (-0.81%)
VolumeN/A
CapitalizationN/A
FEFRX vs FXAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. FXAIX commentary
Nov 18, 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 StrongSell and FXAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. FEFRX (437M). FEFRX (1.32) and FXAIX (1.31) have matching dividends . FEFRX was incepted earlier than FXAIX: FEFRX (8 years) vs FXAIX (14 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 : 32.03 vs. FEFRX (18.73). FXAIX return over 5 years is better than : 102.32 vs. FEFRX (9.04).
| FEFRX | FXAIX | FEFRX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 20.089 | 24.554 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 593B | 0% |
| Annual Yield % from dividends | 1.32 | 1.31 | 101% |
| Returns for 1 year | 18.73 | 32.03 | 58% |
| Returns for 3 years | -4.78 | 30.80 | -16% |
| Returns for 5 years | 9.04 | 102.32 | 9% |
| Returns for 10 years | N/A | 210.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GLFOX | 15.98 | 0.09 | +0.57% |
| Lazard Global Listed Infrastructure Open | |||
| JOPSX | 12.60 | -0.09 | -0.71% |
| JOHCM International Opps Institutional | |||
| PROVX | 21.02 | -0.18 | -0.85% |
| Provident Trust Strategy | |||
| ARAQX | 11.20 | -0.10 | -0.88% |
| Aristotle Value Eq A | |||
| FBTAX | 29.93 | -1.53 | -4.86% |
| Fidelity Advisor Biotechnology A | |||