Interact to see
Advertisement
Advertisement
FEFRX vs VIVIX
FEFRX vs VIVIX Comparison
Open Charts FEFRX vs VIVIX
First Eagle Rising Dividend Fund R6
Price$31.20
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets440.25M
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
FEFRX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEFRX vs. VIVIX commentary
Sep 09, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. FEFRX (440M). VIVIX pays higher dividends than FEFRX: VIVIX (2.11) vs FEFRX (1.13). 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). FEFRX annual gain was more profitable for investors over the last year : 11.81 vs. VIVIX (8.92). VIVIX return over 5 years is better than : 70.91 vs. FEFRX (19.53).
| 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 | 16.454 | 7.669 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 203B | 0% |
| Annual Yield % from dividends | 1.13 | 2.11 | 54% |
| Returns for 1 year | 11.81 | 8.92 | 132% |
| Returns for 3 years | 41.31 | 31.77 | 130% |
| Returns for 5 years | 19.53 | 70.91 | 28% |
| Returns for 10 years | N/A | 132.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLJH | 36.07 | 0.72 | +2.03% |
| Franklin FTSE Japan Hedged ETF | |||
| QTUM | 96.32 | 1.05 | +1.10% |
| Defiance Quantum ETF | |||
| EFR | 11.64 | 0.01 | +0.09% |
| Eaton Vance Senior Floating-Rate Fund | |||
| MYCL | 25.05 | N/A | N/A |
| SPDR SSGA My2032 Corporate Bond ETF | |||
| HDLB | 16.60 | -0.06 | -0.39% |
| ETRACS Mny Py 2xLgd US Hg Dv Lw Vl ETN B | |||