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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$22.06
Change-$0.05 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Oct 18, 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 HLQVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. HLQVX (4.9B). VIVAX pays higher dividends than HLQVX: VIVAX (2.25) vs HLQVX (1.50). HLQVX was incepted earlier than VIVAX: HLQVX (34 years) vs VIVAX (32 years). HLQVX is a more actively managed with annual turnover of: 143.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HLQVX: VIVAX (3000) vs HLQVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 27.95 vs. HLQVX (25.54). HLQVX return over 5 years is better than : 66.60 vs. VIVAX (59.60).
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 32 years | - |
| Gain YTD | 18.732 | 19.045 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 186B | 3% |
| Annual Yield % from dividends | 1.50 | 2.25 | 67% |
| Returns for 1 year | 25.54 | 27.95 | 91% |
| Returns for 3 years | 14.18 | 26.38 | 54% |
| Returns for 5 years | 66.60 | 59.60 | 112% |
| Returns for 10 years | 57.06 | 130.56 | 44% |
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