Ad is loading...
HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$25.13
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets45.58B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
HLIEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VIVAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. HLIEX (45.6B). VIVAX pays higher dividends than HLIEX: VIVAX (2.25) vs HLIEX (1.89). HLIEX was incepted earlier than VIVAX: HLIEX (38 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 : 13.43 vs. HLIEX (8.51). VIVAX return over 5 years is better than : 47.22 vs. HLIEX (38.07).
| HLIEX | VIVAX | HLIEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 5.100 | 4.148 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 193B | 24% |
| Annual Yield % from dividends | 1.89 | 2.25 | 84% |
| Returns for 1 year | 8.51 | 13.43 | 63% |
| Returns for 3 years | 13.01 | 23.92 | 54% |
| Returns for 5 years | 38.07 | 47.22 | 81% |
| Returns for 10 years | 98.13 | 105.56 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...