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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$20.41
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HLQVX (5.06B). 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 : 18.19 vs. HLQVX (12.85). VIVAX return over 5 years is better than : 44.18 vs. HLQVX (39.28).
| 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 | 3.868 | 3.194 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.50 | 2.25 | 67% |
| Returns for 1 year | 12.85 | 18.19 | 71% |
| Returns for 3 years | 6.51 | 18.46 | 35% |
| Returns for 5 years | 39.28 | 44.18 | 89% |
| Returns for 10 years | 60.31 | 111.10 | 54% |
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