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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$26.30
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets44.06B
HLIEX vs VIVIX Comparison Chart in %
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HLIEX vs. VIVIX commentary
Oct 09, 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: 208B vs. HLIEX (44.1B). VIVIX pays higher dividends than HLIEX: VIVIX (2.09) vs HLIEX (1.54). 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 : 8.21 vs. HLIEX (3.84). VIVIX return over 5 years is better than : 73.42 vs. HLIEX (56.11).
| 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 | 11.715 | 10.748 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 208B | 21% |
| Annual Yield % from dividends | 1.54 | 2.09 | 74% |
| Returns for 1 year | 3.84 | 8.21 | 47% |
| Returns for 3 years | 33.43 | 49.10 | 68% |
| Returns for 5 years | 56.11 | 73.42 | 76% |
| Returns for 10 years | 125.32 | 132.88 | 94% |
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