Ad is loading...
HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$23.44
Change+$0.31 (+1.34%)
VolumeN/A
Net Assets41.13B
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
HLIEX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VIVIX commentary
Apr 25, 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: 191B vs. HLIEX (41.1B). VIVIX pays higher dividends than HLIEX: VIVIX (2.27) vs HLIEX (1.75). 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 (10.00). 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 : 3.40 vs. HLIEX (-1.94). VIVIX return over 5 years is better than : 69.91 vs. HLIEX (58.08).
| 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 | -2.952 | -3.411 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 191B | 22% |
| Annual Yield % from dividends | 1.75 | 2.27 | 77% |
| Returns for 1 year | -1.94 | 3.40 | -57% |
| Returns for 3 years | 3.60 | 12.73 | 28% |
| Returns for 5 years | 58.08 | 69.91 | 83% |
| Returns for 10 years | 86.54 | 92.47 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...