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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$23.85
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
HLIEX vs VVIAX Comparison Chart
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HLIEX vs. VVIAX commentary
Dec 19, 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HLIEX (45.1B). 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 : 16.45 vs. HLIEX (9.15). VVIAX return over 5 years is better than : 44.62 vs. HLIEX (36.39).
| 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 | 8.179 | 16.051 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.89 | 2.36 | 80% |
| Returns for 1 year | 9.15 | 16.45 | 56% |
| Returns for 3 years | 9.66 | 20.49 | 47% |
| Returns for 5 years | 36.39 | 44.62 | 82% |
| Returns for 10 years | 95.13 | 104.84 | 91% |
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