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FEFRX vs VFIAX
FEFRX vs VFIAX Comparison
Open Charts FEFRX vs VFIAX
First Eagle Rising Dividend Fund R6
Price$29.32
Change-$0.24 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
FEFRX vs VFIAX Comparison Chart
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FEFRX vs. VFIAX 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 VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. FEFRX (437M). 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 : 30.22 vs. FEFRX (18.73). VFIAX return over 5 years is better than : 88.12 vs. FEFRX (9.04).
| 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 | 20.089 | 23.347 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 1.28T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 18.73 | 30.22 | 62% |
| Returns for 3 years | -4.78 | 24.93 | -19% |
| Returns for 5 years | 9.04 | 88.12 | 10% |
| Returns for 10 years | N/A | 187.71 | - |
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