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HHDVX vs VIVAX
HHDVX vs VIVAX Comparison
Open Charts HHDVX vs VIVAX
Hamlin High Dividend Equity I
Price$34.23
Change-$0.45 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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HHDVX vs VIVAX Comparison Chart
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HHDVX vs. VIVAX commentary
Sep 08, 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 HHDVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. HHDVX (1.38B). VIVAX pays higher dividends than HHDVX: VIVAX (2.25) vs HHDVX (1.70). HHDVX was incepted earlier than VIVAX: HHDVX (12 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 : 21.16 vs. VIVAX (19.29). HHDVX return over 5 years is better than : 74.42 vs. VIVAX (53.52).
| HHDVX | VIVAX | HHDVX / 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 | 13.748 | 13.482 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 183B | 1% |
| Annual Yield % from dividends | 1.70 | 2.25 | 76% |
| Returns for 1 year | 21.16 | 19.29 | 110% |
| Returns for 3 years | 27.57 | 19.67 | 140% |
| Returns for 5 years | 74.42 | 53.52 | 139% |
| Returns for 10 years | 105.03 | 107.49 | 98% |
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