Interact to see
Advertisement
Advertisement
FDERX vs VIVAX
FDERX vs VIVAX Comparison
Open Charts FDERX vs VIVAX
Federated Hermes Equity Income R
Price$24.08
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets753.31M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
FDERX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDERX vs. VIVAX commentary
Jul 27, 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 FDERX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FDERX (753M). VIVAX pays higher dividends than FDERX: VIVAX (2.06) vs FDERX (0.64). FDERX was incepted earlier than VIVAX: FDERX (13 years) vs VIVAX (33 years). FDERX (1.57) is less costly to investors than VIVAX (0.17). FDERX is a more actively managed with annual turnover of: 74.00 vs. VIVAX (9.00). FDERX has a lower initial minimum investment than VIVAX: FDERX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. FDERX (-1.84). VIVAX return over 5 years is better than : 74.87 vs. FDERX (27.39).
| FDERX | VIVAX | FDERX / VIVAX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 9.966 | 6.724 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 195B | 0% |
| Annual Yield % from dividends | 0.64 | 2.06 | 31% |
| Returns for 1 year | -1.84 | 9.76 | -19% |
| Returns for 3 years | 13.57 | 34.31 | 40% |
| Returns for 5 years | 27.39 | 74.87 | 37% |
| Returns for 10 years | 11.49 | 116.32 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement