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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$26.88
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.33
Change-$0.55 (-0.79%)
VolumeN/A
CapitalizationN/A
HLIEX vs VVIAX Comparison Chart
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HLIEX vs. VVIAX commentary
Nov 13, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HLIEX (47.8B). VVIAX pays higher dividends than HLIEX: VVIAX (2.36) vs HLIEX (1.89). HLIEX was incepted earlier than VVIAX: HLIEX (37 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. HLIEX (8.00). VVIAX has a lower initial minimum investment than HLIEX: VVIAX (3000) vs HLIEX (1000000). VVIAX (29.29) and HLIEX (28.22) have marching annual gain over last year. VVIAX (53.41) and HLIEX (53.10) have equivalent 5 years return.
| HLIEX | VVIAX | HLIEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 18.756 | 19.003 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8B | 184B | 26% |
| Annual Yield % from dividends | 1.89 | 2.36 | 80% |
| Returns for 1 year | 28.22 | 29.29 | 96% |
| Returns for 3 years | 15.94 | 22.51 | 71% |
| Returns for 5 years | 53.10 | 53.41 | 99% |
| Returns for 10 years | 115.29 | 113.85 | 101% |