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FISEX vs VIVAX
FISEX vs VIVAX Comparison
Open Charts FISEX vs VIVAX
Franklin Equity Income A
Price$34.69
Change-$0.24 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FISEX vs VIVAX Comparison Chart
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FISEX vs. VIVAX 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 FISEX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FISEX (4.25B). FISEX (2.34) and VIVAX (2.25) have matching dividends . FISEX was incepted earlier than VIVAX: FISEX (37 years) vs VIVAX (32 years). FISEX is a more actively managed with annual turnover of: 29.01 vs. VIVAX (10.00). FISEX has a lower initial minimum investment than VIVAX: FISEX (1000) vs VIVAX (3000). FISEX annual gain was more profitable for investors over the last year : 19.31 vs. VIVAX (16.42). VIVAX return over 5 years is better than : 44.64 vs. FISEX (39.05).
| FISEX | VIVAX | FISEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 20.231 | 16.008 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25B | 195B | 2% |
| Annual Yield % from dividends | 2.34 | 2.25 | 104% |
| Returns for 1 year | 19.31 | 16.42 | 118% |
| Returns for 3 years | 16.78 | 20.48 | 82% |
| Returns for 5 years | 39.05 | 44.64 | 87% |
| Returns for 10 years | 63.58 | 104.82 | 61% |
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