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HHDVX vs VVIAX
HHDVX vs VVIAX Comparison
Open Charts HHDVX vs VVIAX
Hamlin High Dividend Equity I
Price$34.45
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets1.48B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HHDVX vs VVIAX Comparison Chart
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HHDVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HHDVX (1.49B). VVIAX pays higher dividends than HHDVX: VVIAX (2.34) vs HHDVX (1.73). HHDVX was incepted earlier than VVIAX: HHDVX (13 years) vs VVIAX (25 years). HHDVX (1.27) is less costly to investors than VVIAX (0.05). HHDVX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). HHDVX has a lower initial minimum investment than VVIAX: HHDVX (2500) vs VVIAX (3000). HHDVX annual gain was more profitable for investors over the last year : 5.96 vs. VVIAX (5.12). HHDVX return over 5 years is better than : 95.38 vs. VVIAX (72.19).
| HHDVX | VVIAX | HHDVX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.755 | -0.957 | 183% |
| 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 | 2.34 | 74% |
| Returns for 1 year | 5.96 | 5.12 | 116% |
| Returns for 3 years | 25.93 | 20.66 | 126% |
| Returns for 5 years | 95.38 | 72.19 | 132% |
| Returns for 10 years | 103.85 | 96.21 | 108% |
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