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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$20.27
Change-$0.44 (-2.12%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
HLQVX vs VIVIX Comparison Chart
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HLQVX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. HLQVX (5.01B). 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 : 14.79 vs. HLQVX (7.39). VIVIX return over 5 years is better than : 48.95 vs. HLQVX (40.42).
| 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 | 3.155 | 5.407 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.50 | 2.37 | 63% |
| Returns for 1 year | 7.39 | 14.79 | 50% |
| Returns for 3 years | 6.59 | 25.40 | 26% |
| Returns for 5 years | 40.42 | 48.95 | 83% |
| Returns for 10 years | 50.62 | 107.97 | 47% |
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