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HHDFX vs VIVIX
HHDFX vs VIVIX Comparison
Open Charts HHDFX vs VIVIX
Hamlin High Dividend Equity Instl
Price$35.83
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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HHDFX vs VIVIX Comparison Chart
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HHDFX vs. VIVIX 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. HHDFX (1.44B). VIVIX pays higher dividends than HHDFX: VIVIX (2.37) vs HHDFX (1.96). HHDFX was incepted earlier than VIVIX: HHDFX (12 years) vs VIVIX (26 years). HHDFX is a more actively managed with annual turnover of: 15.00 vs. VIVIX (10.00). HHDFX has a lower initial minimum investment than VIVIX: HHDFX (100000) vs VIVIX (5000000). HHDFX annual gain was more profitable for investors over the last year : 27.60 vs. VIVIX (20.40). HHDFX return over 5 years is better than : 79.87 vs. VIVIX (54.23).
| HHDFX | VIVIX | HHDFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 17.886 | 15.360 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 183B | 1% |
| Annual Yield % from dividends | 1.96 | 2.37 | 83% |
| Returns for 1 year | 27.60 | 20.40 | 135% |
| Returns for 3 years | 38.80 | 25.00 | 155% |
| Returns for 5 years | 79.87 | 54.23 | 147% |
| Returns for 10 years | 126.93 | 109.21 | 116% |
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