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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$28.35
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets405.69M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
FEFRX vs VIVAX Comparison Chart
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FEFRX vs. VIVAX commentary
Jun 07, 2025
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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FEFRX (406M). VIVAX pays higher dividends than FEFRX: VIVAX (2.16) vs FEFRX (1.11). FEFRX was incepted earlier than VIVAX: FEFRX (8 years) vs VIVAX (33 years). FEFRX (0.73) is less costly to investors than VIVAX (0.17). FEFRX is a more actively managed with annual turnover of: 15.44 vs. VIVAX (9.00). FEFRX has a lower initial minimum investment than VIVAX: FEFRX (0) vs VIVAX (3000). FEFRX annual gain was more profitable for investors over the last year : 7.41 vs. VIVAX (6.81). VIVAX return over 5 years is better than : 58.70 vs. FEFRX (12.51).
| FEFRX | VIVAX | FEFRX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 5.348 | 1.238 | 432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 189B | 0% |
| Annual Yield % from dividends | 1.11 | 2.16 | 52% |
| Returns for 1 year | 7.41 | 6.81 | 109% |
| Returns for 3 years | 25.92 | 18.51 | 140% |
| Returns for 5 years | 12.51 | 58.70 | 21% |
| Returns for 10 years | N/A | 102.90 | - |
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