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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$27.11
Change-$0.57 (-2.06%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FEFRX vs VIVAX Comparison Chart
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FEFRX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FEFRX (423M). VIVAX pays higher dividends than FEFRX: VIVAX (2.25) vs FEFRX (1.32). FEFRX was incepted earlier than VIVAX: FEFRX (8 years) vs VIVAX (32 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. VIVAX (10.00). 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 : 14.65 vs. VIVAX (12.68). VIVAX return over 5 years is better than : 40.20 vs. FEFRX (0.88).
| FEFRX | VIVAX | FEFRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 13.372 | 13.074 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 195B | 0% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | 14.65 | 12.68 | 116% |
| Returns for 3 years | 4.61 | 17.44 | 26% |
| Returns for 5 years | 0.88 | 40.20 | 2% |
| Returns for 10 years | N/A | 99.64 | - |
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