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EQPIX vs VVIAX
EQPIX vs VVIAX Comparison
Open Charts EQPIX vs VVIAX
Fidelity Advisor Equity Income I
Price$33.72
Change+$0.51 (+1.54%)
VolumeN/A
Net Assets1.87B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
EQPIX vs VVIAX Comparison Chart
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EQPIX vs. VVIAX commentary
Apr 12, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. EQPIX (1.88B). VVIAX pays higher dividends than EQPIX: VVIAX (2.26) vs EQPIX (2.07). EQPIX was incepted earlier than VVIAX: EQPIX (42 years) vs VVIAX (24 years). EQPIX (0.61) is less costly to investors than VVIAX (0.05). EQPIX is a more actively managed with annual turnover of: 50.00 vs. VVIAX (10.00). EQPIX has a lower initial minimum investment than VVIAX: EQPIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 0.71 vs. EQPIX (-2.54). VVIAX return over 5 years is better than : 64.28 vs. EQPIX (49.40).
| EQPIX | VVIAX | EQPIX / VVIAX | |
| Total Expense Ratio | 0.61 | 0.05 | 1,220% |
| Annual Report Gross Expense Ratio | 0.61 | 0.05 | 1,220% |
| Fund Existence | 42 years | 24 years | - |
| Gain YTD | -4.804 | -5.728 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 191B | 1% |
| Annual Yield % from dividends | 2.07 | 2.26 | 92% |
| Returns for 1 year | -2.54 | 0.71 | -360% |
| Returns for 3 years | 3.48 | 8.12 | 43% |
| Returns for 5 years | 49.40 | 64.28 | 77% |
| Returns for 10 years | 6.00 | 88.62 | 7% |
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