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FEFRX vs VFINX
FEFRX vs VFINX Comparison
Open Charts FEFRX vs VFINX
First Eagle Rising Dividend Fund R6
Price$29.22
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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FEFRX vs VFINX Comparison Chart
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FEFRX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. FEFRX (441M). FEFRX pays higher dividends than VFINX: FEFRX (1.32) vs VFINX (1.24). FEFRX was incepted earlier than VFINX: FEFRX (8 years) vs VFINX (48 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. VFINX (2.00). FEFRX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 31.71 vs. FEFRX (19.03). VFINX return over 5 years is better than : 90.48 vs. FEFRX (9.22).
| FEFRX | VFINX | FEFRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | 19.347 | 19.944 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 1.24T | 0% |
| Annual Yield % from dividends | 1.32 | 1.24 | 107% |
| Returns for 1 year | 19.03 | 31.71 | 60% |
| Returns for 3 years | -0.34 | 31.00 | -1% |
| Returns for 5 years | 9.22 | 90.48 | 10% |
| Returns for 10 years | N/A | 190.35 | - |