Ad is loading...
HHDVX vs VIVAX
HHDVX vs VIVAX Comparison
Open Charts HHDVX vs VIVAX
Hamlin High Dividend Equity I
Price$34.45
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets1.48B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HHDVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HHDVX vs. VIVAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HHDVX (1.49B). VIVAX pays higher dividends than HHDVX: VIVAX (2.22) vs HHDVX (1.73). HHDVX was incepted earlier than VIVAX: HHDVX (13 years) vs VIVAX (33 years). HHDVX (1.27) is less costly to investors than VIVAX (0.17). HHDVX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). 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 : 6.42 vs. VIVAX (5.12). HHDVX return over 5 years is better than : 96.64 vs. VIVAX (72.17).
| HHDVX | VIVAX | HHDVX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -1.122 | -0.958 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 184B | 1% |
| Annual Yield % from dividends | 1.73 | 2.22 | 78% |
| Returns for 1 year | 6.42 | 5.12 | 125% |
| Returns for 3 years | 29.40 | 20.66 | 142% |
| Returns for 5 years | 96.64 | 72.17 | 134% |
| Returns for 10 years | 105.65 | 96.24 | 110% |
View a ticker or compare two or three
VS
VS
Ad is loading...