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FEVRX vs FTSDX
FEVRX vs FTSDX Comparison
Open Charts FEVRX vs FTSDX
First Eagle US R6
Price$21.86
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.39B
Fidelity Advisor Strategic Div & Inc M
Price$16.71
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets5.03B
FEVRX vs FTSDX Comparison Chart
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FEVRX vs. FTSDX commentary
May 11, 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 FEVRX is a Buy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.03B vs. FEVRX (1.39B). FTSDX pays higher dividends than FEVRX: FTSDX (2.04) vs FEVRX (1.79). FEVRX was incepted earlier than FTSDX: FEVRX (8 years) vs FTSDX (21 years). FTSDX (1.17) is less costly to investors than FEVRX (0.84). FTSDX is a more actively managed with annual turnover of: 36.00 vs. FEVRX (8.63). FEVRX (0) and FTSDX (0) have matching initial minimum investment requirements. FEVRX annual gain was more profitable for investors over the last year : 5.26 vs. FTSDX (4.31). FEVRX return over 5 years is better than : 44.30 vs. FTSDX (33.90).
| FEVRX | FTSDX | FEVRX / FTSDX | |
| Total Expense Ratio | 0.84 | 1.17 | 72% |
| Annual Report Gross Expense Ratio | 0.84 | 1.17 | 72% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 3.065 | 0.612 | 501% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 5.03B | 28% |
| Annual Yield % from dividends | 1.79 | 2.04 | 87% |
| Returns for 1 year | 5.26 | 4.31 | 122% |
| Returns for 3 years | 16.14 | 12.98 | 124% |
| Returns for 5 years | 44.30 | 33.90 | 131% |
| Returns for 10 years | N/A | 32.55 | - |
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