FISEX vs. VIGIX
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISEX or VIGIX.
Correlation
The correlation between FISEX and VIGIX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FISEX vs. VIGIX - Performance Comparison
Key characteristics
FISEX:
1.24
VIGIX:
1.93
FISEX:
1.56
VIGIX:
2.50
FISEX:
1.26
VIGIX:
1.35
FISEX:
1.16
VIGIX:
2.66
FISEX:
4.28
VIGIX:
10.16
FISEX:
3.51%
VIGIX:
3.39%
FISEX:
12.13%
VIGIX:
17.90%
FISEX:
-58.50%
VIGIX:
-57.17%
FISEX:
-9.59%
VIGIX:
-2.73%
Returns By Period
In the year-to-date period, FISEX achieves a 3.45% return, which is significantly higher than VIGIX's 1.33% return. Over the past 10 years, FISEX has underperformed VIGIX with an annualized return of 6.12%, while VIGIX has yielded a comparatively higher 16.12% annualized return.
FISEX
3.45%
-3.34%
0.30%
13.65%
6.07%
6.12%
VIGIX
1.33%
0.94%
12.33%
32.65%
17.50%
16.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FISEX vs. VIGIX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
FISEX vs. VIGIX — Risk-Adjusted Performance Rank
FISEX
VIGIX
FISEX vs. VIGIX - Risk-Adjusted Performance Comparison
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.
Dividends
FISEX vs. VIGIX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 2.24%, more than VIGIX's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 2.24% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.46% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.61% |
Drawdowns
FISEX vs. VIGIX - Drawdown Comparison
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.
Volatility
FISEX vs. VIGIX - Volatility Comparison
Franklin Equity Income Fund (FISEX) has a higher volatility of 7.90% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 6.49%. This indicates that FISEX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.