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FEFRX vs VFFSX
FEFRX vs VFFSX Comparison
Open Charts FEFRX vs VFFSX
First Eagle Rising Dividend Fund R6
Price$29.22
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$279.76
Change-$0.55 (-0.20%)
VolumeN/A
CapitalizationN/A
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FEFRX vs VFFSX Comparison Chart
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FEFRX vs. VFFSX 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 VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.24T vs. FEFRX (441M). VFFSX (1.33) and FEFRX (1.32) have matching dividends . FEFRX was incepted earlier than VFFSX: FEFRX (8 years) vs VFFSX (8 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. VFFSX (2.00). FEFRX has a lower initial minimum investment than VFFSX: FEFRX (0) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 31.74 vs. FEFRX (19.03). VFFSX return over 5 years is better than : 90.55 vs. FEFRX (9.22).
| FEFRX | VFFSX | FEFRX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 19.347 | 19.989 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 1.24T | 0% |
| Annual Yield % from dividends | 1.32 | 1.33 | 99% |
| Returns for 1 year | 19.03 | 31.74 | 60% |
| Returns for 3 years | -0.34 | 31.05 | -1% |
| Returns for 5 years | 9.22 | 90.55 | 10% |
| Returns for 10 years | N/A | N/A | - |