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FSIUX vs VIVIX
FSIUX vs VIVIX Comparison
Open Charts FSIUX vs VIVIX
Invesco Dividend Income R5
Price$28.10
Change+$0.16 (+0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.70
Change+$0.39 (+0.56%)
VolumeN/A
CapitalizationN/A
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FSIUX vs VIVIX Comparison Chart
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FSIUX vs. VIVIX commentary
Nov 10, 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 FSIUX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FSIUX (3.8B). VIVIX pays higher dividends than FSIUX: VIVIX (2.37) vs FSIUX (2.10). FSIUX was incepted earlier than VIVIX: FSIUX (19 years) vs VIVIX (26 years). FSIUX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (10.00). FSIUX has a lower initial minimum investment than VIVIX: FSIUX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 31.28 vs. FSIUX (23.83). VIVIX return over 5 years is better than : 53.42 vs. FSIUX (33.47).
| FSIUX | VIVIX | FSIUX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 16.011 | 19.638 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 184B | 2% |
| Annual Yield % from dividends | 2.10 | 2.37 | 89% |
| Returns for 1 year | 23.83 | 31.28 | 76% |
| Returns for 3 years | 12.44 | 23.36 | 53% |
| Returns for 5 years | 33.47 | 53.42 | 63% |
| Returns for 10 years | 58.28 | 114.74 | 51% |
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