Interact to see
Advertisement
Advertisement
HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$21.38
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.36B
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
HLQVX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. VIVIX commentary
Nov 20, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. HLQVX (5.36B). VIVIX pays higher dividends than HLQVX: VIVIX (2.10) vs HLQVX (1.12). HLQVX was incepted earlier than VIVIX: HLQVX (35 years) vs VIVIX (27 years). HLQVX (0.76) is less costly to investors than VIVIX (0.04). HLQVX is a more actively managed with annual turnover of: 185.00 vs. VIVIX (9.00). 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 : 5.06 vs. HLQVX (-4.03). VIVIX return over 5 years is better than : 62.95 vs. HLQVX (46.32).
| HLQVX | VIVIX | HLQVX / VIVIX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 35 years | 27 years | - |
| Gain YTD | 9.859 | 9.354 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 208B | 3% |
| Annual Yield % from dividends | 1.12 | 2.10 | 53% |
| Returns for 1 year | -4.03 | 5.06 | -80% |
| Returns for 3 years | 16.43 | 30.25 | 54% |
| Returns for 5 years | 46.32 | 62.95 | 74% |
| Returns for 10 years | 64.44 | 123.08 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement