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FISEX vs VIVAX
FISEX vs VIVAX Comparison
Open Charts FISEX vs VIVAX
Franklin Equity Income A
Price$32.15
Change-$0.24 (-0.74%)
VolumeN/A
Net Assets4.17B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
FISEX vs VIVAX Comparison Chart
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FISEX vs. VIVAX commentary
Jun 15, 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: 189B vs. FISEX (4.17B). VIVAX (2.16) and FISEX (2.15) 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 : 8.01 vs. FISEX (3.14). VIVAX return over 5 years is better than : 72.56 vs. FISEX (47.68).
| 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 | 3.313 | 2.419 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 189B | 2% |
| Annual Yield % from dividends | 2.15 | 2.16 | 100% |
| Returns for 1 year | 3.14 | 8.01 | 39% |
| Returns for 3 years | 25.16 | 32.20 | 78% |
| Returns for 5 years | 47.68 | 72.56 | 66% |
| Returns for 10 years | 53.71 | 103.54 | 52% |
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