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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$24.58
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets42.85B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
HLIEX vs VVIAX Comparison Chart
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HLIEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HLIEX (42.8B). VVIAX pays higher dividends than HLIEX: VVIAX (2.28) vs HLIEX (1.71). HLIEX was incepted earlier than VVIAX: HLIEX (38 years) vs VVIAX (25 years). HLIEX (0.70) is less costly to investors than VVIAX (0.05). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HLIEX: VVIAX (3000) vs HLIEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. HLIEX (2.91). VVIAX return over 5 years is better than : 58.69 vs. HLIEX (48.37).
| HLIEX | VVIAX | HLIEX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 2.408 | 1.255 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 189B | 23% |
| Annual Yield % from dividends | 1.71 | 2.28 | 75% |
| Returns for 1 year | 2.91 | 6.82 | 43% |
| Returns for 3 years | 9.22 | 18.51 | 50% |
| Returns for 5 years | 48.37 | 58.69 | 82% |
| Returns for 10 years | 99.07 | 102.89 | 96% |
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