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EQPIX vs VVIAX
EQPIX vs VVIAX Comparison
Open Charts EQPIX vs VVIAX
Fidelity Advisor Equity Income I
Price$36.69
Change-$0.81 (-2.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
EQPIX vs VVIAX Comparison Chart
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EQPIX vs. VVIAX commentary
Dec 19, 2024
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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. EQPIX (2.09B). VVIAX pays higher dividends than EQPIX: VVIAX (2.36) vs EQPIX (2.17). EQPIX was incepted earlier than VVIAX: EQPIX (42 years) vs VVIAX (24 years). EQPIX is a more actively managed with annual turnover of: 47.00 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 : 16.45 vs. EQPIX (12.30). VVIAX return over 5 years is better than : 44.62 vs. EQPIX (24.60).
| EQPIX | VVIAX | EQPIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 24 years | - |
| Gain YTD | 13.839 | 16.051 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 195B | 1% |
| Annual Yield % from dividends | 2.17 | 2.36 | 92% |
| Returns for 1 year | 12.30 | 16.45 | 75% |
| Returns for 3 years | 11.77 | 20.49 | 57% |
| Returns for 5 years | 24.60 | 44.62 | 55% |
| Returns for 10 years | 19.06 | 104.84 | 18% |
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