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HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$21.19
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets5.26B
Vanguard Value Index Adm
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
HLQVX vs VVIAX Comparison Chart in %
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HLQVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. HLQVX (5.26B). VVIAX pays higher dividends than HLQVX: VVIAX (2.10) vs HLQVX (1.16). HLQVX was incepted earlier than VVIAX: HLQVX (35 years) vs VVIAX (25 years). HLQVX (0.76) is less costly to investors than VVIAX (0.05). HLQVX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HLQVX: VVIAX (3000) vs HLQVX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.13 vs. HLQVX (2.20). VVIAX return over 5 years is better than : 69.21 vs. HLQVX (62.90).
| HLQVX | VVIAX | HLQVX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 35 years | 25 years | - |
| Gain YTD | 8.488 | 8.244 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 196B | 3% |
| Annual Yield % from dividends | 1.16 | 2.10 | 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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