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FRETX vs VVIAX
FRETX vs VVIAX Comparison
Open Charts FRETX vs VVIAX
Franklin Equity Income C
Price$33.87
Change-$0.12 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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FRETX vs VVIAX Comparison Chart
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FRETX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. FRETX (4.18B). VVIAX pays higher dividends than FRETX: VVIAX (2.36) vs FRETX (1.50). FRETX was incepted earlier than VVIAX: FRETX (29 years) vs VVIAX (24 years). FRETX is a more actively managed with annual turnover of: 29.01 vs. VVIAX (10.00). FRETX has a lower initial minimum investment than VVIAX: FRETX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. FRETX (19.18). VVIAX return over 5 years is better than : 54.20 vs. FRETX (35.88).
| FRETX | VVIAX | FRETX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 16.351 | 15.359 | 106% |
| 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 | 2.36 | 64% |
| Returns for 1 year | 19.18 | 20.40 | 94% |
| Returns for 3 years | 10.54 | 25.00 | 42% |
| Returns for 5 years | 35.88 | 54.20 | 66% |
| Returns for 10 years | 49.68 | 109.21 | 45% |
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