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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$27.57
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets416.82M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FEFRX vs VIVAX Comparison Chart
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FEFRX vs. VIVAX commentary
Jan 19, 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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FEFRX (417M). 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). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. FEFRX (13.35). VIVAX return over 5 years is better than : 44.18 vs. FEFRX (-2.05).
| 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 | 2.111 | 3.194 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 417M | 184B | 0% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | 13.35 | 18.19 | 73% |
| Returns for 3 years | 6.62 | 18.46 | 36% |
| Returns for 5 years | -2.05 | 44.18 | -5% |
| Returns for 10 years | N/A | 111.10 | - |
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