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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$20.41
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
HLQVX vs VIVIX Comparison Chart
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HLQVX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. HLQVX (5.06B). VIVIX pays higher dividends than HLQVX: VIVIX (2.37) vs HLQVX (1.50). HLQVX was incepted earlier than VIVIX: HLQVX (34 years) vs VIVIX (27 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 : 18.21 vs. HLQVX (12.85). VIVIX return over 5 years is better than : 44.19 vs. HLQVX (39.28).
| HLQVX | VIVIX | HLQVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 3.868 | 3.211 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.50 | 2.37 | 63% |
| Returns for 1 year | 12.85 | 18.21 | 71% |
| Returns for 3 years | 6.51 | 18.46 | 35% |
| Returns for 5 years | 39.28 | 44.19 | 89% |
| Returns for 10 years | 60.31 | 111.13 | 54% |
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