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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$26.16
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets44.01B
Vanguard Value Index I
Price$71.93
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets202.84B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX vs. VIVAX commentary
Sep 18, 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: 203B vs. HLIEX (44B). VIVAX pays higher dividends than HLIEX: VIVAX (1.99) vs HLIEX (1.55). 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 : 6.92 vs. HLIEX (3.80). VIVAX return over 5 years is better than : 72.48 vs. HLIEX (57.71).
| 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 | 10.722 | 9.041 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 203B | 22% |
| Annual Yield % from dividends | 1.55 | 1.99 | 78% |
| Returns for 1 year | 3.80 | 6.92 | 55% |
| Returns for 3 years | 25.33 | 38.47 | 66% |
| Returns for 5 years | 57.71 | 72.48 | 80% |
| Returns for 10 years | 130.26 | 138.07 | 94% |
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