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FISEX vs VVIAX
FISEX vs VVIAX Comparison
Open Charts FISEX vs VVIAX
Franklin Equity Income A
Price$35.23
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
FISEX vs VVIAX Comparison Chart
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FISEX 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 FISEX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FISEX (4.29B). VVIAX (2.36) and FISEX (2.34) have matching dividends . FISEX was incepted earlier than VVIAX: FISEX (37 years) vs VVIAX (24 years). FISEX is a more actively managed with annual turnover of: 29.01 vs. VVIAX (10.00). FISEX has a lower initial minimum investment than VVIAX: FISEX (1000) vs VVIAX (3000). FISEX annual gain was more profitable for investors over the last year : 28.97 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. FISEX (41.09).
| FISEX | VVIAX | FISEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 22.102 | 17.922 | 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 | 2.36 | 99% |
| Returns for 1 year | 28.97 | 25.54 | 113% |
| Returns for 3 years | 10.77 | 21.55 | 50% |
| Returns for 5 years | 41.09 | 50.78 | 81% |
| Returns for 10 years | 58.90 | 110.49 | 53% |