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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$27.62
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets402.63M
Vanguard Value Index I
Price$66.61
Change-$0.31 (-0.46%)
VolumeN/A
Net Assets183.65B
FEFRX vs VIVAX Comparison Chart
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FEFRX vs. VIVAX commentary
May 14, 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: 184B vs. FEFRX (403M). VIVAX pays higher dividends than FEFRX: VIVAX (2.22) vs FEFRX (1.15). 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 (6.68) and VIVAX (6.45) have marching annual gain over last year. VIVAX return over 5 years is better than : 82.18 vs. FEFRX (21.55).
| 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 | 2.636 | 1.328 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 184B | 0% |
| Annual Yield % from dividends | 1.15 | 2.22 | 52% |
| Returns for 1 year | 6.68 | 6.45 | 104% |
| Returns for 3 years | 24.11 | 22.66 | 106% |
| Returns for 5 years | 21.55 | 82.18 | 26% |
| Returns for 10 years | N/A | 99.28 | - |
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