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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$19.60
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets4.92B
Vanguard Value Index I
Price$66.99
Change-$0.33 (-0.49%)
VolumeN/A
Net Assets183.65B
HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Jun 05, 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: 184B vs. HLQVX (4.92B). VIVAX pays higher dividends than HLQVX: VIVAX (2.16) vs HLQVX (1.25). 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 : 7.94 vs. HLQVX (0.36). VIVAX return over 5 years is better than : 59.79 vs. HLQVX (48.92).
| 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 | 0.072 | 1.934 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 184B | 3% |
| Annual Yield % from dividends | 1.25 | 2.16 | 58% |
| Returns for 1 year | 0.36 | 7.94 | 5% |
| Returns for 3 years | 5.61 | 20.91 | 27% |
| Returns for 5 years | 48.92 | 59.79 | 82% |
| Returns for 10 years | 45.70 | 103.62 | 44% |
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