Ad is loading...
HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HLIEX vs VVIAX Comparison Chart
Loading...
HLIEX vs. VVIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. HLIEX (46.4B). 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 annual gain was more profitable for investors over the last year : 24.02 vs. HLIEX (20.57). VVIAX return over 5 years is better than : 55.46 vs. HLIEX (50.77).
| 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 | 13.751 | 16.303 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 1.89 | 2.36 | 80% |
| Returns for 1 year | 20.57 | 24.02 | 86% |
| Returns for 3 years | 19.92 | 28.29 | 70% |
| Returns for 5 years | 50.77 | 55.46 | 92% |
| Returns for 10 years | 113.68 | 114.04 | 100% |