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FISEX vs VVIAX
FISEX vs VVIAX Comparison
Open Charts FISEX vs VVIAX
Franklin Equity Income A
Price$34.69
Change-$0.24 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FISEX vs VVIAX Comparison Chart
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FISEX 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 FISEX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. FISEX (4.25B). 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 : 19.31 vs. VVIAX (16.45). VVIAX return over 5 years is better than : 44.62 vs. FISEX (39.05).
| 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 | 20.231 | 16.051 | 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 | 2.36 | 99% |
| Returns for 1 year | 19.31 | 16.45 | 117% |
| Returns for 3 years | 16.78 | 20.49 | 82% |
| Returns for 5 years | 39.05 | 44.62 | 88% |
| Returns for 10 years | 63.58 | 104.84 | 61% |
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