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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$21.19
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets5.26B
Vanguard Value Index I
Price$71.16
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets195.81B
HLQVX vs VIVIX Comparison Chart in %
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HLQVX vs. VIVIX commentary
Sep 03, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. HLQVX (5.26B). VIVIX pays higher dividends than HLQVX: VIVIX (2.11) vs HLQVX (1.16). 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: 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 : 7.13 vs. HLQVX (2.20). VIVIX return over 5 years is better than : 69.21 vs. HLQVX (62.90).
| 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 | 8.488 | 8.260 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 196B | 3% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | 2.20 | 7.13 | 31% |
| Returns for 3 years | 20.45 | 35.07 | 58% |
| Returns for 5 years | 62.90 | 69.21 | 91% |
| Returns for 10 years | 73.09 | 138.81 | 53% |
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