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FEIQX vs VVIAX
FEIQX vs VVIAX Comparison
Open Charts FEIQX vs VVIAX
Franklin Equity Income R6
Price$35.33
Change-$0.11 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
FEIQX vs VVIAX Comparison Chart
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FEIQX vs. VVIAX commentary
Nov 18, 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 FEIQX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FEIQX (4.29B). FEIQX pays higher dividends than VVIAX: FEIQX (2.63) vs VVIAX (2.36). FEIQX was incepted earlier than VVIAX: FEIQX (12 years) vs VVIAX (24 years). FEIQX is a more actively managed with annual turnover of: 29.01 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than FEIQX: VVIAX (3000) vs FEIQX (1000000). FEIQX annual gain was more profitable for investors over the last year : 29.45 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. FEIQX (42.58).
| FEIQX | VVIAX | FEIQX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 22.481 | 17.922 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 184B | 2% |
| Annual Yield % from dividends | 2.63 | 2.36 | 112% |
| Returns for 1 year | 29.45 | 25.54 | 115% |
| Returns for 3 years | 11.53 | 21.55 | 53% |
| Returns for 5 years | 42.58 | 50.78 | 84% |
| Returns for 10 years | 61.19 | 110.49 | 55% |