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FREIX vs VIVAX
FREIX vs VIVAX Comparison
Open Charts FREIX vs VIVAX
Franklin Equity Income R
Price$34.25
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
FREIX vs VIVAX Comparison Chart in %
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FREIX vs. VIVAX commentary
Jul 27, 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 FREIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FREIX (4.43B). VIVAX pays higher dividends than FREIX: VIVAX (2.06) vs FREIX (1.82). FREIX was incepted earlier than VIVAX: FREIX (23 years) vs VIVAX (33 years). FREIX (1.09) is less costly to investors than VIVAX (0.17). FREIX is a more actively managed with annual turnover of: 29.71 vs. VIVAX (9.00). FREIX has a lower initial minimum investment than VIVAX: FREIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. FREIX (6.99). VIVAX return over 5 years is better than : 74.87 vs. FREIX (50.97).
| FREIX | VIVAX | FREIX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.09 | 0.17 | 641% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 10.456 | 6.724 | 156% |
| Front Load | N/A | 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 | 1.82 | 2.06 | 89% |
| Returns for 1 year | 6.99 | 9.76 | 72% |
| Returns for 3 years | 29.38 | 34.31 | 86% |
| Returns for 5 years | 50.97 | 74.87 | 68% |
| Returns for 10 years | 64.71 | 116.32 | 56% |
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