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FRETX vs VIVAX
FRETX vs VIVAX Comparison
Open Charts FRETX vs VIVAX
Franklin Equity Income C
Price$36.09
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets4.63B
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
FRETX vs VIVAX Comparison Chart in %
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FRETX vs. VIVAX commentary
Dec 13, 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 FRETX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. FRETX (4.63B). VIVAX pays higher dividends than FRETX: VIVAX (1.93) vs FRETX (1.16). FRETX was incepted earlier than VIVAX: FRETX (30 years) vs VIVAX (33 years). FRETX (1.59) is less costly to investors than VIVAX (0.17). FRETX is a more actively managed with annual turnover of: 29.71 vs. VIVAX (9.00). FRETX has a lower initial minimum investment than VIVAX: FRETX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. FRETX (4.72). VIVAX return over 5 years is better than : 63.66 vs. FRETX (41.27).
| FRETX | VIVAX | FRETX / VIVAX | |
| Total Expense Ratio | 1.58 | 0.17 | 929% |
| Annual Report Gross Expense Ratio | 1.59 | 0.17 | 935% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 17.318 | 14.146 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 216B | 2% |
| Annual Yield % from dividends | 1.16 | 1.93 | 60% |
| Returns for 1 year | 4.72 | 10.16 | 46% |
| Returns for 3 years | 28.64 | 34.53 | 83% |
| Returns for 5 years | 41.27 | 63.66 | 65% |
| Returns for 10 years | 75.45 | 139.88 | 54% |
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