Ad is loading...
FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$27.71
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets407.88M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
FEFRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. VIVAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FEFRX (408M). VIVAX pays higher dividends than FEFRX: VIVAX (2.14) vs FEFRX (1.12). FEFRX was incepted earlier than VIVAX: FEFRX (8 years) vs VIVAX (32 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 (10.00). 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 : 8.43 vs. VIVAX (7.07). VIVAX return over 5 years is better than : 100.53 vs. FEFRX (40.83).
| 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 | 32 years | - |
| Gain YTD | 2.970 | 1.843 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 195B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 8.43 | 7.07 | 119% |
| Returns for 3 years | 14.18 | 16.40 | 86% |
| Returns for 5 years | 40.83 | 100.53 | 41% |
| Returns for 10 years | N/A | 107.12 | - |