EQNTX
Price
$20.18
Change
-$1.03 (-4.86%)
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
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EQNTX vs VIVIX

Header iconEQNTX vs VIVIX Comparison
Open Charts EQNTX vs VIVIXBanner chart's image
MFS Equity Income R3
Price$20.18
Change-$1.03 (-4.86%)
VolumeN/A
Net Assets608.47M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
EQNTX vs VIVIX Comparison Chart
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EQNTX 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 EQNTX is a StrongBuy and VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. EQNTX (608M). VIVIX pays higher dividends than EQNTX: VIVIX (2.27) vs EQNTX (2.06). EQNTX was incepted earlier than VIVIX: EQNTX (13 years) vs VIVIX (27 years). EQNTX (0.95) is less costly to investors than VIVIX (0.04). EQNTX is a more actively managed with annual turnover of: 45.00 vs. VIVIX (10.00). EQNTX has a lower initial minimum investment than VIVIX: EQNTX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. EQNTX (1.15). VIVIX return over 5 years is better than : 101.66 vs. EQNTX (91.92).
EQNTXVIVIXEQNTX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.950.042,375%
Fund Existence13 years27 years-
Gain YTD1.3762.42157%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets608M195B0%
Annual Yield % from dividends2.062.2790%
Returns for 1 year1.157.6615%
Returns for 3 years12.2817.3471%
Returns for 5 years91.92101.6690%
Returns for 10 years89.42106.8384%
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