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FISEX vs VIVAX
FISEX vs VIVAX Comparison
Open Charts FISEX vs VIVAX
Franklin Equity Income A
Price$34.23
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets4.43B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
FISEX vs VIVAX Comparison Chart in %
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FISEX vs. VIVAX commentary
Jul 28, 2025
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 FISEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FISEX (4.43B). VIVAX (2.06) and FISEX (2.06) have matching dividends . FISEX was incepted earlier than VIVAX: FISEX (37 years) vs VIVAX (33 years). FISEX (0.84) is less costly to investors than VIVAX (0.17). FISEX is a more actively managed with annual turnover of: 29.71 vs. VIVAX (9.00). FISEX has a lower initial minimum investment than VIVAX: FISEX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. FISEX (7.23). VIVAX return over 5 years is better than : 74.87 vs. FISEX (52.30).
| FISEX | VIVAX | FISEX / VIVAX | |
| Total Expense Ratio | 0.83 | 0.17 | 488% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 37 years | 33 years | - |
| Gain YTD | 10.635 | 6.724 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 195B | 2% |
| Annual Yield % from dividends | 2.06 | 2.06 | 100% |
| Returns for 1 year | 7.23 | 9.76 | 74% |
| Returns for 3 years | 30.19 | 34.31 | 88% |
| Returns for 5 years | 52.30 | 74.87 | 70% |
| Returns for 10 years | 66.41 | 116.32 | 57% |
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