Interact to see
Advertisement
Advertisement
FEFAX vs VIVAX
FEFAX vs VIVAX Comparison
Open Charts FEFAX vs VIVAX
First Eagle Rising Dividend Fund A
Price$27.89
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets422.1M
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
FEFAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFAX vs. VIVAX commentary
Jul 29, 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: 195B vs. FEFAX (422M). VIVAX pays higher dividends than FEFAX: VIVAX (2.06) vs FEFAX (1.03). 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 (9.84) and VIVAX (9.76) have marching annual gain over last year. VIVAX return over 5 years is better than : 74.87 vs. FEFAX (11.89).
| 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 | 10.483 | 6.724 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 195B | 0% |
| Annual Yield % from dividends | 1.03 | 2.06 | 50% |
| Returns for 1 year | 9.84 | 9.76 | 101% |
| Returns for 3 years | 35.03 | 34.31 | 102% |
| Returns for 5 years | 11.89 | 74.87 | 16% |
| Returns for 10 years | -24.46 | 116.32 | -21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement