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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$20.27
Change-$0.44 (-2.12%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Feb 23, 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 HLQVX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. HLQVX (5.01B). 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 : 13.43 vs. HLQVX (7.39). VIVAX return over 5 years is better than : 47.22 vs. HLQVX (40.42).
| 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 | 3.155 | 4.148 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.50 | 2.25 | 67% |
| Returns for 1 year | 7.39 | 13.43 | 55% |
| Returns for 3 years | 6.59 | 23.92 | 28% |
| Returns for 5 years | 40.42 | 47.22 | 86% |
| Returns for 10 years | 50.62 | 105.56 | 48% |
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