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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$20.56
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets5.09B
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
HLQVX vs VIVAX Comparison Chart in %
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HLQVX vs. VIVAX commentary
Jul 13, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HLQVX (5.09B). VIVAX pays higher dividends than HLQVX: VIVAX (2.06) vs HLQVX (1.20). HLQVX was incepted earlier than VIVAX: HLQVX (34 years) vs VIVAX (33 years). HLQVX (0.76) is less costly to investors than VIVAX (0.17). HLQVX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). 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 : 9.24 vs. HLQVX (2.73). VIVAX (78.41) and HLQVX (75.05) have equivalent 5 years return.
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 5.262 | 5.376 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 195B | 3% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 2.73 | 9.24 | 30% |
| Returns for 3 years | 21.53 | 35.74 | 60% |
| Returns for 5 years | 75.05 | 78.41 | 96% |
| Returns for 10 years | 53.58 | 110.24 | 49% |
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