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FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$29.28
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets439.41M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
FEFAX vs VIVAX Comparison Chart in %
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FEFAX vs. VIVAX commentary
Sep 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 FEFAX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. FEFAX (439M). VIVAX pays higher dividends than FEFAX: VIVAX (1.99) vs FEFAX (0.98). FEFAX was incepted earlier than VIVAX: FEFAX (27 years) vs VIVAX (33 years). FEFAX (1.07) is less costly to investors than VIVAX (0.17). FEFAX is a more actively managed with annual turnover of: 15.44 vs. VIVAX (9.00). FEFAX has a lower initial minimum investment than VIVAX: FEFAX (2500) vs VIVAX (3000). FEFAX annual gain was more profitable for investors over the last year : 9.88 vs. VIVAX (7.74). VIVAX return over 5 years is better than : 70.18 vs. FEFAX (15.77).
| FEFAX | VIVAX | FEFAX / VIVAX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 15.947 | 7.845 | 203% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 203B | 0% |
| Annual Yield % from dividends | 0.98 | 1.99 | 49% |
| Returns for 1 year | 9.88 | 7.74 | 128% |
| Returns for 3 years | 43.94 | 36.63 | 120% |
| Returns for 5 years | 15.77 | 70.18 | 22% |
| Returns for 10 years | -17.53 | 131.64 | -13% |
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