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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$23.55
Change-$1.05 (-4.27%)
VolumeN/A
Net Assets44.06B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
HLIEX vs VIVAX Comparison Chart
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HLIEX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HLIEX (44.1B). VIVAX pays higher dividends than HLIEX: VIVAX (2.14) vs HLIEX (1.75). HLIEX was incepted earlier than VIVAX: HLIEX (38 years) vs VIVAX (32 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 : 7.66 vs. HLIEX (3.39). VIVAX return over 5 years is better than : 101.66 vs. HLIEX (86.97).
| 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 | 32 years | - |
| Gain YTD | 3.216 | 2.419 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 195B | 23% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | 3.39 | 7.66 | 44% |
| Returns for 3 years | 7.82 | 17.34 | 45% |
| Returns for 5 years | 86.97 | 101.66 | 86% |
| Returns for 10 years | 98.26 | 106.90 | 92% |
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