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FRETX vs VIVAX
FRETX vs VIVAX Comparison
Open Charts FRETX vs VIVAX
Franklin Equity Income C
Price$33.25
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets4.35B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FRETX vs VIVAX Comparison Chart in %
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FRETX vs. VIVAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FRETX (4.35B). VIVAX pays higher dividends than FRETX: VIVAX (2.06) vs FRETX (1.37). 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 : 12.04 vs. FRETX (6.18). VIVAX return over 5 years is better than : 80.14 vs. FRETX (50.83).
| 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 | 7.832 | 6.209 | 126% |
| 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 | 1.37 | 2.06 | 66% |
| Returns for 1 year | 6.18 | 12.04 | 51% |
| Returns for 3 years | 26.64 | 35.16 | 76% |
| Returns for 5 years | 50.83 | 80.14 | 63% |
| Returns for 10 years | 57.40 | 115.74 | 50% |