Ad is loading...
HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$23.85
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
HLIEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VIVAX commentary
Dec 19, 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 HLIEX is a Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HLIEX (45.1B). VIVAX pays higher dividends than HLIEX: VIVAX (2.25) vs HLIEX (1.89). HLIEX was incepted earlier than VIVAX: HLIEX (37 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. HLIEX (8.00). VIVAX has a lower initial minimum investment than HLIEX: VIVAX (3000) vs HLIEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. HLIEX (9.15). VIVAX return over 5 years is better than : 44.64 vs. HLIEX (36.39).
| HLIEX | VIVAX | HLIEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 8.179 | 16.008 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.89 | 2.25 | 84% |
| Returns for 1 year | 9.15 | 16.42 | 56% |
| Returns for 3 years | 9.66 | 20.48 | 47% |
| Returns for 5 years | 36.39 | 44.64 | 82% |
| Returns for 10 years | 95.13 | 104.82 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...