Interact to see
Advertisement
Advertisement
HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$24.58
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets42.85B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
HLIEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VIVAX commentary
Jun 07, 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 HLIEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HLIEX (42.8B). VIVAX pays higher dividends than HLIEX: VIVAX (2.16) vs HLIEX (1.71). HLIEX was incepted earlier than VIVAX: HLIEX (38 years) vs VIVAX (33 years). HLIEX (0.70) is less costly to investors than VIVAX (0.17). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). 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 : 6.81 vs. HLIEX (2.91). VIVAX return over 5 years is better than : 58.70 vs. HLIEX (48.37).
| HLIEX | VIVAX | HLIEX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 2.408 | 1.238 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 189B | 23% |
| Annual Yield % from dividends | 1.71 | 2.16 | 79% |
| Returns for 1 year | 2.91 | 6.81 | 43% |
| Returns for 3 years | 9.22 | 18.51 | 50% |
| Returns for 5 years | 48.37 | 58.70 | 82% |
| Returns for 10 years | 99.07 | 102.90 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers