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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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HLIEX vs VIVAX Comparison Chart
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HLIEX vs. VIVAX commentary
Sep 21, 2024
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: 183B vs. HLIEX (46.4B). VIVAX pays higher dividends than HLIEX: VIVAX (2.25) vs HLIEX (1.89). HLIEX was incepted earlier than VIVAX: HLIEX (37 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 : 23.98 vs. HLIEX (20.57). VIVAX return over 5 years is better than : 55.44 vs. HLIEX (50.77).
| HLIEX | VIVAX | HLIEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 13.751 | 16.261 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 1.89 | 2.25 | 84% |
| Returns for 1 year | 20.57 | 23.98 | 86% |
| Returns for 3 years | 19.92 | 28.28 | 70% |
| Returns for 5 years | 50.77 | 55.44 | 92% |
| Returns for 10 years | 113.68 | 113.95 | 100% |
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