EQNSX
Price
$20.20
Change
-$1.03 (-4.85%)
Updated
Apr 3 closing price
Net Assets
608.47M
VIVIX
Price
$65.10
Change
-$2.51 (-3.71%)
Updated
Apr 3 closing price
Net Assets
195.24B
Ad is loading...

EQNSX vs VIVIX

Header iconEQNSX vs VIVIX Comparison
Open Charts EQNSX vs VIVIXBanner chart's image
MFS Equity Income R2
Price$20.20
Change-$1.03 (-4.85%)
VolumeN/A
Net Assets608.47M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
EQNSX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQNSX vs. VIVIX commentary
Apr 04, 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 EQNSX is a StrongBuy and VIVIX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. EQNSX (608M). VIVIX pays higher dividends than EQNSX: VIVIX (2.27) vs EQNSX (1.81). EQNSX was incepted earlier than VIVIX: EQNSX (13 years) vs VIVIX (27 years). EQNSX (1.20) is less costly to investors than VIVIX (0.04). EQNSX is a more actively managed with annual turnover of: 45.00 vs. VIVIX (10.00). EQNSX has a lower initial minimum investment than VIVIX: EQNSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. EQNSX (0.85). VIVIX return over 5 years is better than : 101.66 vs. EQNSX (89.62).
EQNSXVIVIXEQNSX / VIVIX
Total Expense Ratio1.140.042,850%
Annual Report Gross Expense Ratio1.200.043,000%
Fund Existence13 years27 years-
Gain YTD1.2692.42152%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets608M195B0%
Annual Yield % from dividends1.812.2779%
Returns for 1 year0.857.6611%
Returns for 3 years11.4117.3466%
Returns for 5 years89.62101.6688%
Returns for 10 years84.83106.8379%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
STMGX29.00N/A
N/A
American Beacon Stephens Mid-Cap Gr Inv
SUSIX11.64N/A
N/A
State Street Instl US Equity Inv
JVMIX26.93N/A
N/A
JHancock Disciplined Value Mid Cap I
AGEAX12.02N/A
N/A
Water Island Event-Driven Fund A
LCGJX26.78N/A
N/A
William Blair Large Cap Growth R6