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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$31.62
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets439M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
FEFRX vs VIVAX Comparison Chart in %
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FEFRX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. FEFRX (439M). VIVAX pays higher dividends than FEFRX: VIVAX (1.98) vs FEFRX (1.10). FEFRX was incepted earlier than VIVAX: FEFRX (9 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 : 9.21 vs. VIVAX (5.05). VIVAX return over 5 years is better than : 62.93 vs. FEFRX (14.30).
| FEFRX | VIVAX | FEFRX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 18.340 | 9.329 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 208B | 0% |
| Annual Yield % from dividends | 1.10 | 1.98 | 55% |
| Returns for 1 year | 9.21 | 5.05 | 182% |
| Returns for 3 years | 47.15 | 30.23 | 156% |
| Returns for 5 years | 14.30 | 62.93 | 23% |
| Returns for 10 years | N/A | 123.10 | - |
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