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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$22.06
Change-$0.05 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.27
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
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HLQVX vs VIVIX Comparison Chart
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HLQVX vs. VIVIX commentary
Oct 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. HLQVX (4.9B). VIVIX pays higher dividends than HLQVX: VIVIX (2.37) vs HLQVX (1.50). HLQVX was incepted earlier than VIVIX: HLQVX (34 years) vs VIVIX (26 years). HLQVX is a more actively managed with annual turnover of: 143.00 vs. VIVIX (10.00). HLQVX has a lower initial minimum investment than VIVIX: HLQVX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 27.96 vs. HLQVX (25.54). HLQVX return over 5 years is better than : 66.60 vs. VIVIX (59.57).
| HLQVX | VIVIX | HLQVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 18.732 | 19.055 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 186B | 3% |
| Annual Yield % from dividends | 1.50 | 2.37 | 63% |
| Returns for 1 year | 25.54 | 27.96 | 91% |
| Returns for 3 years | 14.18 | 26.40 | 54% |
| Returns for 5 years | 66.60 | 59.57 | 112% |
| Returns for 10 years | 57.06 | 130.60 | 44% |
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