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FREIX vs VIVAX
FREIX vs VIVAX Comparison
Open Charts FREIX vs VIVAX
Franklin Equity Income R
Price$35.08
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets4.52B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
FREIX vs VIVAX Comparison Chart in %
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FREIX vs. VIVAX commentary
Sep 29, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. FREIX (4.52B). VIVAX pays higher dividends than FREIX: VIVAX (1.99) vs FREIX (1.73). 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 : 7.64 vs. FREIX (4.66). VIVAX return over 5 years is better than : 81.78 vs. FREIX (55.12).
| 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 | 13.540 | 10.222 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 203B | 2% |
| Annual Yield % from dividends | 1.73 | 1.99 | 87% |
| Returns for 1 year | 4.66 | 7.64 | 61% |
| Returns for 3 years | 42.86 | 50.22 | 85% |
| Returns for 5 years | 55.12 | 81.78 | 67% |
| Returns for 10 years | 83.84 | 147.68 | 57% |
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