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HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$22.39
Change-$0.13 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
HLQVX vs VVIAX Comparison Chart
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HLQVX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HLQVX (5.11B). VVIAX pays higher dividends than HLQVX: VVIAX (2.36) vs HLQVX (1.50). HLQVX was incepted earlier than VVIAX: HLQVX (34 years) vs VVIAX (24 years). HLQVX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HLQVX: VVIAX (3000) vs HLQVX (1000000). HLQVX (26.28) and VVIAX (25.54) have marching annual gain over last year. HLQVX return over 5 years is better than : 60.36 vs. VVIAX (50.78).
| HLQVX | VVIAX | HLQVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 20.236 | 17.922 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.50 | 2.36 | 63% |
| Returns for 1 year | 26.28 | 25.54 | 103% |
| Returns for 3 years | 13.52 | 21.55 | 63% |
| Returns for 5 years | 60.36 | 50.78 | 119% |
| Returns for 10 years | 45.69 | 110.49 | 41% |
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