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FEFRX vs VIVAX
FEFRX vs VIVAX Comparison
Open Charts FEFRX vs VIVAX
First Eagle Rising Dividend Fund R6
Price$32.87
Change+$0.84 (+2.62%)
VolumeN/A
Net Assets476.94M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
FEFRX vs VIVAX Comparison Chart in %
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FEFRX vs. VIVAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. FEFRX (477M). VIVAX pays higher dividends than FEFRX: VIVAX (1.84) vs FEFRX (1.04). 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: 12.52 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 : 18.63 vs. VIVAX (15.07). VIVAX return over 5 years is better than : 66.25 vs. FEFRX (30.55).
| 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 | 6.894 | 5.998 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 218B | 0% |
| Annual Yield % from dividends | 1.04 | 1.84 | 56% |
| Returns for 1 year | 18.63 | 15.07 | 124% |
| Returns for 3 years | 44.27 | 41.03 | 108% |
| Returns for 5 years | 30.55 | 66.25 | 46% |
| Returns for 10 years | N/A | 167.20 | - |
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