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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$23.44
Change+$0.31 (+1.34%)
VolumeN/A
Net Assets41.13B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
HLIEX vs VIVAX Comparison Chart
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HLIEX vs. VIVAX commentary
Apr 25, 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: 191B vs. HLIEX (41.1B). VIVAX pays higher dividends than HLIEX: VIVAX (2.14) vs HLIEX (1.75). 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 (10.00). 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 : 3.39 vs. HLIEX (-1.94). VIVAX return over 5 years is better than : 69.89 vs. HLIEX (58.08).
| 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 | -2.952 | -3.426 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 191B | 22% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | -1.94 | 3.39 | -57% |
| Returns for 3 years | 3.60 | 12.71 | 28% |
| Returns for 5 years | 58.08 | 69.89 | 83% |
| Returns for 10 years | 86.54 | 92.45 | 94% |
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