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FISEX vs VIVAX
FISEX vs VIVAX Comparison
Open Charts FISEX vs VIVAX
Franklin Equity Income A
Price$35.23
Change-$0.11 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
FISEX vs VIVAX Comparison Chart
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FISEX vs. VIVAX 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 FISEX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FISEX (4.29B). 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 : 28.97 vs. VIVAX (25.55). VIVAX return over 5 years is better than : 50.81 vs. FISEX (41.09).
| 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 | 22.102 | 17.912 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 184B | 2% |
| Annual Yield % from dividends | 2.34 | 2.25 | 104% |
| Returns for 1 year | 28.97 | 25.55 | 113% |
| Returns for 3 years | 10.77 | 21.58 | 50% |
| Returns for 5 years | 41.09 | 50.81 | 81% |
| Returns for 10 years | 58.90 | 110.46 | 53% |
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