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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$25.13
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets45.58B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
HLIEX vs VIVIX Comparison Chart
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HLIEX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. HLIEX (45.6B). VIVIX pays higher dividends than HLIEX: VIVIX (2.37) vs HLIEX (1.89). HLIEX was incepted earlier than VIVIX: HLIEX (38 years) vs VIVIX (27 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. HLIEX (8.00). 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 : 13.44 vs. HLIEX (8.51). VIVIX return over 5 years is better than : 47.20 vs. HLIEX (38.07).
| HLIEX | VIVIX | HLIEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 5.100 | 4.165 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 193B | 24% |
| Annual Yield % from dividends | 1.89 | 2.37 | 80% |
| Returns for 1 year | 8.51 | 13.44 | 63% |
| Returns for 3 years | 13.01 | 23.92 | 54% |
| Returns for 5 years | 38.07 | 47.20 | 81% |
| Returns for 10 years | 98.13 | 105.52 | 93% |