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FDERX vs VIVIX
FDERX vs VIVIX Comparison
Open Charts FDERX vs VIVIX
Federated Hermes Equity Income R
Price$23.51
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets739.48M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FDERX vs VIVIX Comparison Chart in %
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FDERX vs. VIVIX commentary
Jul 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. FDERX (739M). VIVIX pays higher dividends than FDERX: VIVIX (2.19) vs FDERX (0.64). FDERX was incepted earlier than VIVIX: FDERX (12 years) vs VIVIX (27 years). FDERX (1.57) is less costly to investors than VIVIX (0.04). FDERX is a more actively managed with annual turnover of: 74.00 vs. VIVIX (9.00). FDERX has a lower initial minimum investment than VIVIX: FDERX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. FDERX (-1.48). VIVIX return over 5 years is better than : 80.14 vs. FDERX (29.45).
| FDERX | VIVIX | FDERX / VIVIX | |
| Total Expense Ratio | 1.36 | 0.04 | 3,400% |
| Annual Report Gross Expense Ratio | 1.57 | 0.04 | 3,925% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 7.363 | 6.215 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 189B | 0% |
| Annual Yield % from dividends | 0.64 | 2.19 | 29% |
| Returns for 1 year | -1.48 | 12.05 | -12% |
| Returns for 3 years | 12.26 | 35.17 | 35% |
| Returns for 5 years | 29.45 | 80.14 | 37% |
| Returns for 10 years | 9.28 | 115.68 | 8% |
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