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HHDVX vs VIVAX
HHDVX vs VIVAX Comparison
Open Charts HHDVX vs VIVAX
Hamlin High Dividend Equity I
Price$35.83
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets1.52B
Vanguard Value Index I
Price$68.74
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets183.52B
HHDVX vs VIVAX Comparison Chart
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HHDVX vs. VIVAX commentary
Feb 05, 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 HHDVX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HHDVX (1.52B). VIVAX pays higher dividends than HHDVX: VIVAX (2.25) vs HHDVX (1.70). HHDVX was incepted earlier than VIVAX: HHDVX (13 years) vs VIVAX (32 years). HHDVX is a more actively managed with annual turnover of: 15.00 vs. VIVAX (10.00). HHDVX has a lower initial minimum investment than VIVAX: HHDVX (2500) vs VIVAX (3000). HHDVX annual gain was more profitable for investors over the last year : 18.22 vs. VIVAX (16.62). HHDVX return over 5 years is better than : 72.20 vs. VIVAX (46.23).
| HHDVX | VIVAX | HHDVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 2.791 | 4.042 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 184B | 1% |
| Annual Yield % from dividends | 1.70 | 2.25 | 76% |
| Returns for 1 year | 18.22 | 16.62 | 110% |
| Returns for 3 years | 28.72 | 20.57 | 140% |
| Returns for 5 years | 72.20 | 46.23 | 156% |
| Returns for 10 years | 116.25 | 109.98 | 106% |
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