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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$32.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets450.07M
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
FEFRX vs VIVAX Comparison Chart in %
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FEFRX vs. VIVAX commentary
Sep 18, 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: 203B vs. FEFRX (450M). VIVAX pays higher dividends than FEFRX: VIVAX (1.99) vs FEFRX (1.13). 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 : 12.23 vs. VIVAX (6.86). VIVAX return over 5 years is better than : 73.52 vs. FEFRX (24.29).
| 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 | 20.075 | 8.935 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 203B | 0% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 12.23 | 6.86 | 178% |
| Returns for 3 years | 53.38 | 38.33 | 139% |
| Returns for 5 years | 24.29 | 73.52 | 33% |
| Returns for 10 years | N/A | 137.84 | - |
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