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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$30.12
Change+$0.26 (+0.87%)
VolumeN/A
Net Assets427.7M
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
FEFRX vs VIVAX Comparison Chart in %
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FEFRX vs. VIVAX commentary
Aug 10, 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: 196B vs. FEFRX (428M). VIVAX pays higher dividends than FEFRX: VIVAX (2.06) vs FEFRX (1.18). 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 annual gain was more profitable for investors over the last year : 11.37 vs. VIVAX (9.20). VIVAX return over 5 years is better than : 68.23 vs. FEFRX (14.89).
| 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 | 12.423 | 5.134 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 196B | 0% |
| Annual Yield % from dividends | 1.18 | 2.06 | 57% |
| Returns for 1 year | 11.37 | 9.20 | 124% |
| Returns for 3 years | 33.68 | 29.29 | 115% |
| Returns for 5 years | 14.89 | 68.23 | 22% |
| Returns for 10 years | N/A | 113.03 | - |