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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$23.55
Change-$1.05 (-4.27%)
VolumeN/A
Net Assets44.06B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
HLIEX vs VIVIX Comparison Chart
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HLIEX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. HLIEX (44.1B). VIVIX pays higher dividends than HLIEX: VIVIX (2.27) vs HLIEX (1.75). HLIEX was incepted earlier than VIVIX: HLIEX (38 years) vs VIVIX (27 years). HLIEX (0.70) is less costly to investors than VIVIX (0.04). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (10.00). HLIEX has a lower initial minimum investment than VIVIX: HLIEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. HLIEX (3.39). VIVIX return over 5 years is better than : 101.66 vs. HLIEX (86.97).
| HLIEX | VIVIX | HLIEX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 3.216 | 2.421 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 195B | 23% |
| Annual Yield % from dividends | 1.75 | 2.27 | 77% |
| 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 | 106.83 | 92% |
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