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FREIX vs VVIAX
FREIX vs VVIAX Comparison
Open Charts FREIX vs VVIAX
Franklin Equity Income R
Price$35.81
Change+$0.23 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
FREIX vs VVIAX Comparison Chart
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FREIX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FREIX (4.33B). VVIAX pays higher dividends than FREIX: VVIAX (2.36) vs FREIX (2.12). FREIX was incepted earlier than VVIAX: FREIX (22 years) vs VVIAX (24 years). FREIX is a more actively managed with annual turnover of: 29.01 vs. VVIAX (10.00). FREIX has a lower initial minimum investment than VVIAX: FREIX (1000) vs VVIAX (3000). FREIX annual gain was more profitable for investors over the last year : 28.42 vs. VVIAX (26.09). VVIAX return over 5 years is better than : 53.09 vs. FREIX (41.18).
| FREIX | VVIAX | FREIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 23.008 | 19.672 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 184B | 2% |
| Annual Yield % from dividends | 2.12 | 2.36 | 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 | 112.26 | 51% |