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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$18.54
Change+$1.13 (+6.49%)
VolumeN/A
Net Assets4.33B
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Apr 11, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. HLQVX (4.33B). VIVAX pays higher dividends than HLQVX: VIVAX (2.14) vs HLQVX (1.25). HLQVX was incepted earlier than VIVAX: HLQVX (34 years) vs VIVAX (32 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 (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 : -4.28 vs. HLQVX (-11.88). HLQVX (60.30) and VIVAX (58.34) 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 | 32 years | - |
| Gain YTD | -11.200 | -9.134 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 191B | 2% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | -11.88 | -4.28 | 277% |
| Returns for 3 years | -11.27 | 3.07 | -367% |
| Returns for 5 years | 60.30 | 58.34 | 103% |
| Returns for 10 years | 30.94 | 81.51 | 38% |
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