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EQPIX vs VIVAX
EQPIX vs VIVAX Comparison
Open Charts EQPIX vs VIVAX
Fidelity Advisor Equity Income I
Price$35.08
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
EQPIX vs VIVAX Comparison Chart
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EQPIX vs. VIVAX commentary
May 09, 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 EQPIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. EQPIX (1.79B). EQPIX (2.29) and VIVAX (2.22) have matching dividends . EQPIX was incepted earlier than VIVAX: EQPIX (42 years) vs VIVAX (33 years). EQPIX (0.61) is less costly to investors than VIVAX (0.17). EQPIX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (9.00). EQPIX has a lower initial minimum investment than VIVAX: EQPIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. EQPIX (1.06). VIVAX return over 5 years is better than : 72.17 vs. EQPIX (54.03).
| EQPIX | VIVAX | EQPIX / VIVAX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 42 years | 33 years | - |
| Gain YTD | 0.040 | -0.958 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 184B | 1% |
| Annual Yield % from dividends | 2.29 | 2.22 | 103% |
| Returns for 1 year | 1.06 | 5.12 | 21% |
| Returns for 3 years | 13.82 | 20.66 | 67% |
| Returns for 5 years | 54.03 | 72.17 | 75% |
| Returns for 10 years | 10.65 | 96.24 | 11% |
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