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FEFRX vs VFIAX
FEFRX vs VFIAX Comparison
Open Charts FEFRX vs VFIAX
First Eagle Rising Dividend Fund R6
Price$29.22
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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FEFRX vs VFIAX Comparison Chart
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FEFRX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. FEFRX (441M). VFIAX (1.32) and FEFRX (1.32) have matching dividends . FEFRX was incepted earlier than VFIAX: FEFRX (8 years) vs VFIAX (24 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. VFIAX (2.00). FEFRX has a lower initial minimum investment than VFIAX: FEFRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 31.72 vs. FEFRX (19.03). VFIAX return over 5 years is better than : 90.47 vs. FEFRX (9.22).
| FEFRX | VFIAX | FEFRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 19.347 | 19.971 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 1.24T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 19.03 | 31.72 | 60% |
| Returns for 3 years | -0.34 | 30.99 | -1% |
| Returns for 5 years | 9.22 | 90.47 | 10% |
| Returns for 10 years | N/A | 190.48 | - |