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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$18.54
Change+$1.13 (+6.49%)
VolumeN/A
Net Assets4.33B
Vanguard Value Index I
Price$63.92
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
HLQVX vs VIVIX Comparison Chart
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HLQVX vs. VIVIX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. HLQVX (4.33B). VIVIX pays higher dividends than HLQVX: VIVIX (2.27) vs HLQVX (1.25). 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 (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 : -4.30 vs. HLQVX (-11.88). HLQVX (60.30) and VIVIX (58.32) have equivalent 5 years return.
| 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 | -11.200 | -9.137 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 191B | 2% |
| Annual Yield % from dividends | 1.25 | 2.27 | 55% |
| Returns for 1 year | -11.88 | -4.30 | 276% |
| Returns for 3 years | -11.27 | 3.05 | -370% |
| Returns for 5 years | 60.30 | 58.32 | 103% |
| Returns for 10 years | 30.94 | 81.50 | 38% |
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