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HHDFX vs VVIAX
HHDFX vs VVIAX Comparison
Open Charts HHDFX vs VVIAX
Hamlin High Dividend Equity Instl
Price$36.84
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets1.58B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
HHDFX vs VVIAX Comparison Chart in %
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HHDFX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. HHDFX (1.58B). HHDFX (2.11) and VVIAX (2.10) have matching dividends . HHDFX was incepted earlier than VVIAX: HHDFX (13 years) vs VVIAX (25 years). HHDFX (0.95) is less costly to investors than VVIAX (0.05). HHDFX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HHDFX: VVIAX (3000) vs HHDFX (100000). HHDFX annual gain was more profitable for investors over the last year : 8.79 vs. VVIAX (7.74). HHDFX return over 5 years is better than : 94.56 vs. VVIAX (70.16).
| HHDFX | VVIAX | HHDFX / VVIAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 7.487 | 7.850 | 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 | 2.10 | 101% |
| Returns for 1 year | 8.79 | 7.74 | 114% |
| Returns for 3 years | 45.15 | 36.61 | 123% |
| Returns for 5 years | 94.56 | 70.16 | 135% |
| Returns for 10 years | 153.27 | 131.61 | 116% |
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