EQNSX
Price
$22.57
Change
-$0.03 (-0.13%)
Updated
Aug 7 closing price
Net Assets
650.8M
VVIAX
Price
$68.98
Change
-$0.07 (-0.10%)
Updated
Aug 7 closing price
Net Assets
195.81B
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EQNSX vs VVIAX

Header iconEQNSX vs VVIAX Comparison
Open Charts EQNSX vs VVIAXBanner chart's image
MFS Equity Income R2
Price$22.57
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets650.8M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
EQNSX vs VVIAX Comparison Chart in %
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EQNSX vs. VVIAX commentary
Aug 08, 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 VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. EQNSX (651M). VVIAX pays higher dividends than EQNSX: VVIAX (2.18) vs EQNSX (1.71). EQNSX was incepted earlier than VVIAX: EQNSX (13 years) vs VVIAX (25 years). EQNSX (1.20) is less costly to investors than VVIAX (0.05). EQNSX is a more actively managed with annual turnover of: 45.00 vs. VVIAX (9.00). EQNSX has a lower initial minimum investment than VVIAX: EQNSX (0) vs VVIAX (3000). VVIAX (10.51) and EQNSX (10.21) have marching annual gain over last year. VVIAX return over 5 years is better than : 67.40 vs. EQNSX (55.31).
EQNSXVVIAXEQNSX / VVIAX
Total Expense Ratio1.140.052,280%
Annual Report Gross Expense Ratio1.200.052,400%
Fund Existence13 years25 years-
Gain YTD8.3334.608181%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets651M196B0%
Annual Yield % from dividends1.712.1879%
Returns for 1 year10.2110.5197%
Returns for 3 years27.6128.8596%
Returns for 5 years55.3167.4082%
Returns for 10 years93.37109.9385%
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