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FREIX vs VIVAX
FREIX vs VIVAX Comparison
Open Charts FREIX vs VIVAX
Franklin Equity Income R
Price$33.52
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets4.35B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FREIX vs VIVAX Comparison Chart in %
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FREIX vs. VIVAX commentary
Jul 06, 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: 189B vs. FREIX (4.35B). 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 : 12.04 vs. FREIX (6.80). VIVAX return over 5 years is better than : 80.14 vs. FREIX (53.82).
| 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 | 8.102 | 6.209 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 189B | 2% |
| Annual Yield % from dividends | 1.82 | 2.06 | 89% |
| Returns for 1 year | 6.80 | 12.04 | 57% |
| Returns for 3 years | 28.42 | 35.16 | 81% |
| Returns for 5 years | 53.82 | 80.14 | 67% |
| Returns for 10 years | 61.55 | 115.74 | 53% |
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