EQNBX
Price
$22.33
Change
-$0.12 (-0.53%)
Updated
Sep 20 closing price
VVIAX
Price
$67.77
Change
-$0.05 (-0.07%)
Updated
Sep 20 closing price
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EQNBX vs VVIAX

Header iconEQNBX vs VVIAX Comparison
Open Charts EQNBX vs VVIAXBanner chart's image
MFS Equity Income B
Price$22.33
Change-$0.12 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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EQNBX vs VVIAX Comparison Chart
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VS
EQNBX vs. VVIAX commentary
Sep 21, 2024

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 EQNBX is a StrongBuy and VVIAX is a Buy.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. EQNBX (597M). VVIAX pays higher dividends than EQNBX: VVIAX (2.36) vs EQNBX (0.85). EQNBX was incepted earlier than VVIAX: EQNBX (12 years) vs VVIAX (24 years). EQNBX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (10.00). EQNBX has a lower initial minimum investment than VVIAX: EQNBX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. EQNBX (21.17). VVIAX return over 5 years is better than : 55.46 vs. EQNBX (50.99).
EQNBXVVIAXEQNBX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years24 years-
Gain YTD13.49616.30383%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets597M183B0%
Annual Yield % from dividends0.852.3636%
Returns for 1 year21.1724.0288%
Returns for 3 years13.3328.2947%
Returns for 5 years50.9955.4692%
Returns for 10 years79.05114.0469%
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