Interact to see
Advertisement
Advertisement
FEFRX vs VIVIX
FEFRX vs VIVIX Comparison
Open Charts FEFRX vs VIVIX
First Eagle Rising Dividend Fund R6
Price$30.78
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets451.94M
Vanguard Value Index I
Price$75.34
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
FEFRX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. VIVIX commentary
Dec 13, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. FEFRX (452M). VIVIX pays higher dividends than FEFRX: VIVIX (2.05) vs FEFRX (1.08). FEFRX was incepted earlier than VIVIX: FEFRX (9 years) vs VIVIX (27 years). FEFRX (0.73) is less costly to investors than VIVIX (0.04). FEFRX is a more actively managed with annual turnover of: 15.44 vs. VIVIX (9.00). FEFRX has a lower initial minimum investment than VIVIX: FEFRX (0) vs VIVIX (5000000). VIVIX (10.17) and FEFRX (10.02) have marching annual gain over last year. VIVIX return over 5 years is better than : 63.70 vs. FEFRX (27.20).
| FEFRX | VIVIX | FEFRX / VIVIX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 15.197 | 14.188 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 216B | 0% |
| Annual Yield % from dividends | 1.08 | 2.05 | 53% |
| Returns for 1 year | 10.02 | 10.17 | 99% |
| Returns for 3 years | 42.41 | 34.53 | 123% |
| Returns for 5 years | 27.20 | 63.70 | 43% |
| Returns for 10 years | N/A | 139.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement