FISEX vs. VIGIX

In the year-to-date period, FISEX achieves a 1.48% return, which is significantly higher than VIGIX's 0.19% return. Over the past 10 years, FISEX has underperformed VIGIX with an annualized return of 5.47%, while VIGIX has yielded a comparatively higher 15.21% annualized return.

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FISEX has a 0.85% expense ratio, which is higher than VIGIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FISEX Sharpe Ratio is 0.05, which is lower than the VIGIX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of FISEX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FISEX's dividend yield for the trailing twelve months is around 10.45%, more than VIGIX's 0.47% yield.

The maximum FISEX drawdown since its inception was -58.50%, roughly equal to the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for FISEX and VIGIX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Equity Income Fund (FISEX) is 4.73%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 7.87%. This indicates that FISEX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.