Interact to see
Advertisement
Advertisement
HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$25.56
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets44.32B
Vanguard Value Index I
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
HLIEX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VIVIX commentary
Jul 03, 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: 189B vs. HLIEX (44.3B). VIVIX pays higher dividends than HLIEX: VIVIX (2.19) vs HLIEX (1.67). 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 : 11.47 vs. HLIEX (8.28). VIVIX return over 5 years is better than : 78.98 vs. HLIEX (65.73).
| 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 | 7.408 | 5.533 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3B | 189B | 23% |
| Annual Yield % from dividends | 1.67 | 2.19 | 76% |
| Returns for 1 year | 8.28 | 11.47 | 72% |
| Returns for 3 years | 22.64 | 34.30 | 66% |
| Returns for 5 years | 65.73 | 78.98 | 83% |
| Returns for 10 years | 108.94 | 113.38 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement