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FREIX vs VIVIX
FREIX vs VIVIX Comparison
Open Charts FREIX vs VIVIX
Franklin Equity Income R
Price$35.81
Change+$0.23 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
FREIX vs VIVIX Comparison Chart
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FREIX vs. VIVIX commentary
Nov 23, 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 FREIX is a StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FREIX (4.33B). VIVIX pays higher dividends than FREIX: VIVIX (2.37) vs FREIX (2.12). FREIX was incepted earlier than VIVIX: FREIX (22 years) vs VIVIX (26 years). FREIX is a more actively managed with annual turnover of: 29.01 vs. VIVIX (10.00). FREIX has a lower initial minimum investment than VIVIX: FREIX (1000) vs VIVIX (5000000). FREIX annual gain was more profitable for investors over the last year : 28.42 vs. VIVIX (26.09). VIVIX return over 5 years is better than : 53.09 vs. FREIX (41.18).
| FREIX | VIVIX | FREIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 23.008 | 19.673 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 184B | 2% |
| Annual Yield % from dividends | 2.12 | 2.37 | 90% |
| Returns for 1 year | 28.42 | 26.09 | 109% |
| Returns for 3 years | 12.34 | 24.77 | 50% |
| Returns for 5 years | 41.18 | 53.09 | 78% |
| Returns for 10 years | 57.65 | 112.27 | 51% |