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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$24.58
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets42.85B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
HLIEX vs VIVIX Comparison Chart
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HLIEX vs. VIVIX commentary
Jun 07, 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 (42.8B). VIVIX pays higher dividends than HLIEX: VIVIX (2.29) vs HLIEX (1.71). 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 : 6.80 vs. HLIEX (2.91). VIVIX return over 5 years is better than : 58.67 vs. HLIEX (48.37).
| 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 | 2.408 | 1.255 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 189B | 23% |
| Annual Yield % from dividends | 1.71 | 2.29 | 75% |
| Returns for 1 year | 2.91 | 6.80 | 43% |
| Returns for 3 years | 9.22 | 18.51 | 50% |
| Returns for 5 years | 48.37 | 58.67 | 82% |
| Returns for 10 years | 99.07 | 102.87 | 96% |
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