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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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HLIEX vs VIVIX Comparison Chart
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HLIEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. HLIEX (46.4B). VIVIX pays higher dividends than HLIEX: VIVIX (2.37) vs HLIEX (1.89). HLIEX was incepted earlier than VIVIX: HLIEX (37 years) vs VIVIX (26 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 : 24.01 vs. HLIEX (20.57). VIVIX return over 5 years is better than : 55.47 vs. HLIEX (50.77).
| HLIEX | VIVIX | HLIEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 26 years | - |
| Gain YTD | 13.751 | 16.286 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 1.89 | 2.37 | 80% |
| Returns for 1 year | 20.57 | 24.01 | 86% |
| Returns for 3 years | 19.92 | 28.27 | 70% |
| Returns for 5 years | 50.77 | 55.47 | 92% |
| Returns for 10 years | 113.68 | 114.02 | 100% |
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