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FEFRX vs VTSAX
FEFRX vs VTSAX Comparison
Open Charts FEFRX vs VTSAX
First Eagle Rising Dividend Fund R6
Price$29.22
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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FEFRX vs VTSAX Comparison Chart
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FEFRX vs. VTSAX commentary
Sep 21, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. FEFRX (441M). VTSAX (1.35) and FEFRX (1.32) have matching dividends . FEFRX was incepted earlier than VTSAX: FEFRX (8 years) vs VTSAX (24 years). FEFRX is a more actively managed with annual turnover of: 30.98 vs. VTSAX (2.00). FEFRX has a lower initial minimum investment than VTSAX: FEFRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. FEFRX (19.03). VTSAX return over 5 years is better than : 85.68 vs. FEFRX (9.22).
| FEFRX | VTSAX | FEFRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 19.347 | 18.645 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 1.72T | 0% |
| Annual Yield % from dividends | 1.32 | 1.35 | 98% |
| Returns for 1 year | 19.03 | 31.56 | 60% |
| Returns for 3 years | -0.34 | 25.35 | -1% |
| Returns for 5 years | 9.22 | 85.68 | 11% |
| Returns for 10 years | N/A | 188.32 | - |
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