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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$20.08
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets5.02B
Vanguard Value Index I
Price$69.05
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
HLQVX vs VIVIX Comparison Chart in %
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HLQVX vs. VIVIX commentary
Aug 07, 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: 196B vs. HLQVX (5.02B). VIVIX pays higher dividends than HLQVX: VIVIX (2.19) vs HLQVX (1.20). HLQVX was incepted earlier than VIVIX: HLQVX (34 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: 167.00 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 : 9.99 vs. HLQVX (2.97). VIVIX return over 5 years is better than : 67.54 vs. HLQVX (59.48).
| 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 | 34 years | 27 years | - |
| Gain YTD | 3.112 | 4.715 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 196B | 3% |
| Annual Yield % from dividends | 1.20 | 2.19 | 55% |
| Returns for 1 year | 2.97 | 9.99 | 30% |
| Returns for 3 years | 14.11 | 29.11 | 48% |
| Returns for 5 years | 59.48 | 67.54 | 88% |
| Returns for 10 years | 53.41 | 113.02 | 47% |
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