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FREIX vs VIVAX
FREIX vs VIVAX Comparison
Open Charts FREIX vs VIVAX
Franklin Equity Income R
Price$34.28
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets4.42B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
FREIX vs VIVAX Comparison Chart in %
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FREIX vs. VIVAX commentary
Aug 18, 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: 196B vs. FREIX (4.42B). VIVAX pays higher dividends than FREIX: VIVAX (2.06) vs FREIX (1.78). 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 : 7.90 vs. FREIX (5.69). VIVAX return over 5 years is better than : 68.56 vs. FREIX (46.29).
| 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 | 10.553 | 6.512 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 196B | 2% |
| Annual Yield % from dividends | 1.78 | 2.06 | 86% |
| Returns for 1 year | 5.69 | 7.90 | 72% |
| Returns for 3 years | 20.16 | 25.93 | 78% |
| Returns for 5 years | 46.29 | 68.56 | 68% |
| Returns for 10 years | 64.35 | 114.64 | 56% |
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