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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$26.30
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets44.06B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX vs. VIVAX commentary
Oct 09, 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: 208B vs. HLIEX (44.1B). VIVAX pays higher dividends than HLIEX: VIVAX (1.97) vs HLIEX (1.54). 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 : 8.19 vs. HLIEX (3.84). VIVAX return over 5 years is better than : 73.42 vs. HLIEX (56.11).
| 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 | 11.715 | 10.738 | 109% |
| 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 | 208B | 21% |
| Annual Yield % from dividends | 1.54 | 1.97 | 78% |
| Returns for 1 year | 3.84 | 8.19 | 47% |
| Returns for 3 years | 33.43 | 49.08 | 68% |
| Returns for 5 years | 56.11 | 73.42 | 76% |
| Returns for 10 years | 125.32 | 132.94 | 94% |
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