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FRETX vs VIVAX
FRETX vs VIVAX Comparison
Open Charts FRETX vs VIVAX
Franklin Equity Income C
Price$34.96
Change-$0.12 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
FRETX vs VIVAX Comparison Chart
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FRETX vs. VIVAX 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 FRETX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FRETX (4.29B). VIVAX pays higher dividends than FRETX: VIVAX (2.25) vs FRETX (1.50). FRETX was incepted earlier than VIVAX: FRETX (29 years) vs VIVAX (32 years). FRETX is a more actively managed with annual turnover of: 29.01 vs. VIVAX (10.00). FRETX has a lower initial minimum investment than VIVAX: FRETX (1000) vs VIVAX (3000). FRETX annual gain was more profitable for investors over the last year : 28.02 vs. VIVAX (25.55). VIVAX return over 5 years is better than : 50.81 vs. FRETX (37.86).
| FRETX | VIVAX | FRETX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 21.295 | 17.912 | 119% |
| 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 | 1.50 | 2.25 | 67% |
| Returns for 1 year | 28.02 | 25.55 | 110% |
| Returns for 3 years | 9.04 | 21.58 | 42% |
| Returns for 5 years | 37.86 | 50.81 | 75% |
| Returns for 10 years | 53.85 | 110.46 | 49% |
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