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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$29.69
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets426.17M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FEFRX vs VIVAX Comparison Chart in %
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FEFRX vs. VIVAX commentary
Jul 06, 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: 189B vs. FEFRX (426M). VIVAX pays higher dividends than FEFRX: VIVAX (2.06) vs FEFRX (1.19). FEFRX was incepted earlier than VIVAX: FEFRX (8 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). VIVAX (12.04) and FEFRX (11.70) have marching annual gain over last year. VIVAX return over 5 years is better than : 80.14 vs. FEFRX (19.12).
| FEFRX | VIVAX | FEFRX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 10.818 | 6.209 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 189B | 0% |
| Annual Yield % from dividends | 1.19 | 2.06 | 58% |
| Returns for 1 year | 11.70 | 12.04 | 97% |
| Returns for 3 years | 41.63 | 35.16 | 118% |
| Returns for 5 years | 19.12 | 80.14 | 24% |
| Returns for 10 years | N/A | 115.74 | - |
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