Interact to see
Advertisement
Advertisement
HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$36.84
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets1.58B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
HHDFX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HHDFX vs. VIVAX commentary
Sep 07, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HHDFX (1.58B). HHDFX pays higher dividends than VIVAX: HHDFX (2.11) vs VIVAX (1.99). HHDFX was incepted earlier than VIVAX: HHDFX (13 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). HHDFX annual gain was more profitable for investors over the last year : 8.79 vs. VIVAX (7.74). HHDFX return over 5 years is better than : 94.56 vs. VIVAX (70.18).
| HHDFX | VIVAX | HHDFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 7.487 | 7.845 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 203B | 1% |
| Annual Yield % from dividends | 2.11 | 1.99 | 106% |
| Returns for 1 year | 8.79 | 7.74 | 113% |
| Returns for 3 years | 45.15 | 36.63 | 123% |
| Returns for 5 years | 94.56 | 70.18 | 135% |
| Returns for 10 years | 153.27 | 131.64 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement