EQNSX
Price
$21.70
Change
+$0.13 (+0.60%)
Updated
Jan 17 closing price
Net Assets
614.65M
VIVIX
Price
$68.15
Change
+$0.43 (+0.63%)
Updated
Jan 17 closing price
Net Assets
183.52B
Ad is loading...

EQNSX vs VIVIX

Header iconEQNSX vs VIVIX Comparison
Open Charts EQNSX vs VIVIXBanner chart's image
MFS Equity Income R2
Price$21.70
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets614.65M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
EQNSX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQNSX vs. VIVIX commentary
Jan 19, 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 Buy and VIVIX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. EQNSX (615M). VIVIX pays higher dividends than EQNSX: VIVIX (2.37) vs EQNSX (1.41). EQNSX was incepted earlier than VIVIX: EQNSX (12 years) vs VIVIX (27 years). EQNSX is a more actively managed with annual turnover of: 42.00 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 : 18.21 vs. EQNSX (12.65). VIVIX return over 5 years is better than : 44.19 vs. EQNSX (36.97).
EQNSXVIVIXEQNSX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years27 years-
Gain YTD3.2843.211102%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets615M184B0%
Annual Yield % from dividends1.412.3759%
Returns for 1 year12.6518.2169%
Returns for 3 years13.2318.4672%
Returns for 5 years36.9744.1984%
Returns for 10 years94.35111.1385%
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 %
FRDAX90.720.56
+0.62%
Franklin Rising Dividends Adv
GAORX20.550.10
+0.49%
JPMorgan Global Allocation R5
OCMPX16.140.07
+0.44%
Lazard International Quality Gr Open
SOAAX8.92-0.02
-0.22%
Spirit of America Real Estate Inc & Gr A
HGHRX35.83-0.25
-0.69%
Hartford Healthcare R3