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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$22.39
Change-$0.13 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
HLQVX vs VIVAX Comparison Chart
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HLQVX vs. VIVAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HLQVX (5.11B). 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). HLQVX (26.28) and VIVAX (25.55) have marching annual gain over last year. HLQVX return over 5 years is better than : 60.36 vs. VIVAX (50.81).
| 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 | 20.236 | 17.912 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.50 | 2.25 | 67% |
| Returns for 1 year | 26.28 | 25.55 | 103% |
| Returns for 3 years | 13.52 | 21.58 | 63% |
| Returns for 5 years | 60.36 | 50.81 | 119% |
| Returns for 10 years | 45.69 | 110.46 | 41% |
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