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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$35.83
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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HHDFX vs VIVAX Comparison Chart
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HHDFX vs. VIVAX 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 HHDFX is a StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. HHDFX (1.44B). VIVAX pays higher dividends than HHDFX: VIVAX (2.25) vs HHDFX (1.96). HHDFX was incepted earlier than VIVAX: HHDFX (12 years) vs VIVAX (32 years). HHDFX is a more actively managed with annual turnover of: 15.00 vs. VIVAX (10.00). 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 : 24.08 vs. VIVAX (20.39). HHDFX return over 5 years is better than : 77.71 vs. VIVAX (54.21).
| HHDFX | VIVAX | HHDFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 16.471 | 15.335 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 183B | 1% |
| Annual Yield % from dividends | 1.96 | 2.25 | 87% |
| Returns for 1 year | 24.08 | 20.39 | 118% |
| Returns for 3 years | 34.84 | 25.01 | 139% |
| Returns for 5 years | 77.71 | 54.21 | 143% |
| Returns for 10 years | 120.28 | 109.13 | 110% |
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