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FREIX vs VVIAX
FREIX vs VVIAX Comparison
Open Charts FREIX vs VVIAX
Franklin Equity Income R
Price$35.53
Change+$0.06 (+0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
FREIX vs VVIAX Comparison Chart
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FREIX vs. VVIAX commentary
Nov 14, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. FREIX (4.32B). 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 : 31.99 vs. VVIAX (29.29). VVIAX return over 5 years is better than : 53.41 vs. FREIX (41.91).
| 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 | 22.627 | 19.003 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 184B | 2% |
| Annual Yield % from dividends | 2.12 | 2.36 | 90% |
| Returns for 1 year | 31.99 | 29.29 | 109% |
| Returns for 3 years | 11.22 | 22.51 | 50% |
| Returns for 5 years | 41.91 | 53.41 | 78% |
| Returns for 10 years | 59.46 | 113.85 | 52% |