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FDERX vs VVIAX
FDERX vs VVIAX Comparison
Open Charts FDERX vs VVIAX
Federated Hermes Equity Income R
Price$24.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets760.76M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
FDERX vs VVIAX Comparison Chart in %
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FDERX vs. VVIAX commentary
Aug 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. FDERX (761M). VVIAX pays higher dividends than FDERX: VVIAX (2.18) vs FDERX (0.61). FDERX was incepted earlier than VVIAX: FDERX (13 years) vs VVIAX (25 years). FDERX (1.57) is less costly to investors than VVIAX (0.05). FDERX is a more actively managed with annual turnover of: 74.00 vs. VVIAX (9.00). FDERX has a lower initial minimum investment than VVIAX: FDERX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. FDERX (-2.14). VVIAX return over 5 years is better than : 68.54 vs. FDERX (23.07).
| FDERX | VVIAX | FDERX / VVIAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 10.834 | 6.517 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 196B | 0% |
| Annual Yield % from dividends | 0.61 | 2.18 | 28% |
| Returns for 1 year | -2.14 | 7.91 | -27% |
| Returns for 3 years | 7.20 | 25.93 | 28% |
| Returns for 5 years | 23.07 | 68.54 | 34% |
| Returns for 10 years | 11.43 | 114.61 | 10% |
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