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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$25.36
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets43.05B
Vanguard Value Index I
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
HLIEX vs VIVIX Comparison Chart in %
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HLIEX vs. VIVIX commentary
Aug 10, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. HLIEX (43.1B). VIVIX pays higher dividends than HLIEX: VIVIX (2.19) vs HLIEX (1.65). 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 (9.00). 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 : 9.20 vs. HLIEX (5.10). VIVIX return over 5 years is better than : 68.25 vs. HLIEX (53.83).
| 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 | 6.307 | 5.154 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1B | 196B | 22% |
| Annual Yield % from dividends | 1.65 | 2.19 | 75% |
| Returns for 1 year | 5.10 | 9.20 | 55% |
| Returns for 3 years | 16.88 | 29.29 | 58% |
| Returns for 5 years | 53.83 | 68.25 | 79% |
| Returns for 10 years | 107.24 | 113.00 | 95% |
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