Interact to see
Advertisement
Advertisement
FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$30.88
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets452.42M
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
FEFRX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. VIVAX commentary
Dec 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 FEFRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. FEFRX (452M). VIVAX pays higher dividends than FEFRX: VIVAX (1.93) vs FEFRX (1.08). FEFRX was incepted earlier than VIVAX: FEFRX (9 years) vs VIVAX (33 years). FEFRX (0.73) is less costly to investors than VIVAX (0.17). FEFRX is a more actively managed with annual turnover of: 15.44 vs. VIVAX (9.00). FEFRX has a lower initial minimum investment than VIVAX: FEFRX (0) vs VIVAX (3000). FEFRX annual gain was more profitable for investors over the last year : 13.84 vs. VIVAX (12.66). VIVAX return over 5 years is better than : 64.99 vs. FEFRX (26.18).
| FEFRX | VIVAX | FEFRX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 15.571 | 14.025 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 216B | 0% |
| Annual Yield % from dividends | 1.08 | 1.93 | 56% |
| Returns for 1 year | 13.84 | 12.66 | 109% |
| Returns for 3 years | 46.79 | 37.81 | 124% |
| Returns for 5 years | 26.18 | 64.99 | 40% |
| Returns for 10 years | N/A | 134.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement