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FRETX vs VIVAX
FRETX vs VIVAX Comparison
Open Charts FRETX vs VIVAX
Franklin Equity Income C
Price$33.87
Change-$0.12 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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FRETX vs VIVAX Comparison Chart
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FRETX vs. VIVAX commentary
Sep 21, 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: 183B vs. FRETX (4.18B). 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). VIVAX annual gain was more profitable for investors over the last year : 20.39 vs. FRETX (19.18). VIVAX return over 5 years is better than : 54.21 vs. FRETX (35.88).
| 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 | 16.351 | 15.335 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 183B | 2% |
| Annual Yield % from dividends | 1.50 | 2.25 | 67% |
| Returns for 1 year | 19.18 | 20.39 | 94% |
| Returns for 3 years | 10.54 | 25.01 | 42% |
| Returns for 5 years | 35.88 | 54.21 | 66% |
| Returns for 10 years | 49.68 | 109.13 | 46% |
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