Interact to see
Advertisement
Advertisement
HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$21.50
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets5.28B
Vanguard Value Index I
Price$72.14
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets202.84B
HLQVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. VIVAX commentary
Sep 15, 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: 203B vs. HLQVX (5.29B). VIVAX pays higher dividends than HLQVX: VIVAX (1.99) vs HLQVX (1.16). HLQVX was incepted earlier than VIVAX: HLQVX (35 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 : 8.77 vs. HLQVX (4.29). VIVAX return over 5 years is better than : 74.86 vs. HLQVX (70.25).
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 10.075 | 9.253 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 1.16 | 1.99 | 58% |
| Returns for 1 year | 4.29 | 8.77 | 49% |
| Returns for 3 years | 22.21 | 37.31 | 60% |
| Returns for 5 years | 70.25 | 74.86 | 94% |
| Returns for 10 years | 69.55 | 134.06 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ZVGIX | 60.78 | 0.24 | +0.40% |
| Zevenbergen Genea Institutional | |||
| MGICX | 37.65 | -0.03 | -0.08% |
| MFS International Intrinsic Value C | |||
| FIQKX | 13.57 | -0.04 | -0.29% |
| Fidelity Advisor International Value Z | |||
| BRSBX | 14.71 | -0.17 | -1.14% |
| MFS Blended Research Small Cap Eq B | |||
| WFDDX | 29.56 | -0.41 | -1.37% |
| Allspring SMID Cap Growth Fund -Cl Admin | |||