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FRETX vs VIVAX
FRETX vs VIVAX Comparison
Open Charts FRETX vs VIVAX
Franklin Equity Income C
Price$33.97
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets4.43B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
FRETX vs VIVAX Comparison Chart in %
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FRETX vs. VIVAX commentary
Jul 27, 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: 195B vs. FRETX (4.43B). 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 : 9.76 vs. FRETX (6.37). VIVAX return over 5 years is better than : 74.87 vs. FRETX (48.16).
| 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 | 10.167 | 6.724 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 195B | 2% |
| Annual Yield % from dividends | 1.37 | 2.06 | 66% |
| Returns for 1 year | 6.37 | 9.76 | 65% |
| Returns for 3 years | 27.65 | 34.31 | 81% |
| Returns for 5 years | 48.16 | 74.87 | 64% |
| Returns for 10 years | 60.38 | 116.32 | 52% |
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