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HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$20.56
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets5.09B
Vanguard Value Index Adm
Price$69.56
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
HLQVX vs VVIAX Comparison Chart in %
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HLQVX vs. VVIAX commentary
Jul 13, 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: 195B vs. HLQVX (5.09B). VVIAX pays higher dividends than HLQVX: VVIAX (2.18) vs HLQVX (1.20). HLQVX was incepted earlier than VVIAX: HLQVX (34 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 : 9.25 vs. HLQVX (2.73). VVIAX (78.43) and HLQVX (75.05) have equivalent 5 years return.
| 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 | 34 years | 25 years | - |
| Gain YTD | 5.262 | 5.380 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 195B | 3% |
| Annual Yield % from dividends | 1.20 | 2.18 | 55% |
| Returns for 1 year | 2.73 | 9.25 | 29% |
| Returns for 3 years | 21.53 | 35.74 | 60% |
| Returns for 5 years | 75.05 | 78.43 | 96% |
| Returns for 10 years | 53.58 | 110.21 | 49% |
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