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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$36.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.59B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
HHDFX vs VIVAX Comparison Chart in %
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HHDFX vs. VIVAX commentary
Nov 20, 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 HHDFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HHDFX (1.59B). HHDFX pays higher dividends than VIVAX: HHDFX (2.16) vs VIVAX (1.98). HHDFX was incepted earlier than VIVAX: HHDFX (14 years) vs VIVAX (33 years). HHDFX (0.95) is less costly to investors than VIVAX (0.17). HHDFX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HHDFX: VIVAX (3000) vs HHDFX (100000). VIVAX annual gain was more profitable for investors over the last year : 5.05 vs. HHDFX (0.78). HHDFX return over 5 years is better than : 75.83 vs. VIVAX (62.93).
| HHDFX | VIVAX | HHDFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 5.299 | 9.329 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 208B | 1% |
| Annual Yield % from dividends | 2.16 | 1.98 | 109% |
| Returns for 1 year | 0.78 | 5.05 | 16% |
| Returns for 3 years | 34.33 | 30.23 | 114% |
| Returns for 5 years | 75.83 | 62.93 | 120% |
| Returns for 10 years | 139.31 | 123.10 | 113% |
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