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DODGX vs HLIEX
DODGX vs HLIEX Comparison
Open Charts DODGX vs HLIEX
JPMorgan Equity Income I
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
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DODGX vs HLIEX Comparison Chart
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DODGX vs. HLIEX commentary
Sep 21, 2024
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 DODGX is a StrongBuy and HLIEX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. HLIEX (46.4B). HLIEX pays higher dividends than DODGX: HLIEX (1.89) vs DODGX (1.36). DODGX was incepted earlier than HLIEX: DODGX (60 years) vs HLIEX (37 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. HLIEX (8.00). DODGX has a lower initial minimum investment than HLIEX: DODGX (2500) vs HLIEX (1000000). DODGX (20.73) and HLIEX (20.57) have marching annual gain over last year. HLIEX (50.77) and DODGX (50.19) have equivalent 5 years return.
| DODGX | HLIEX | DODGX / HLIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 37 years | - |
| Gain YTD | 12.733 | 13.751 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 46.4B | 250% |
| Annual Yield % from dividends | 1.36 | 1.89 | 72% |
| Returns for 1 year | 20.73 | 20.57 | 101% |
| Returns for 3 years | 20.35 | 19.92 | 102% |
| Returns for 5 years | 50.19 | 50.77 | 99% |
| Returns for 10 years | 58.41 | 113.68 | 51% |
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