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HRCVX vs VIVAX
HRCVX vs VIVAX Comparison
Open Charts HRCVX vs VIVAX
Carillon Eagle Growth & Income A
Price$19.18
Change+$1.25 (+6.97%)
VolumeN/A
Net Assets468.46M
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
HRCVX vs VIVAX Comparison Chart
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HRCVX vs. VIVAX 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 HRCVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. HRCVX (468M). VIVAX pays higher dividends than HRCVX: VIVAX (2.14) vs HRCVX (1.49). HRCVX was incepted earlier than VIVAX: HRCVX (38 years) vs VIVAX (32 years). HRCVX (0.98) is less costly to investors than VIVAX (0.17). HRCVX is a more actively managed with annual turnover of: 40.00 vs. VIVAX (10.00). HRCVX has a lower initial minimum investment than VIVAX: HRCVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : -4.28 vs. HRCVX (-15.65). VIVAX return over 5 years is better than : 58.34 vs. HRCVX (2.68).
| HRCVX | VIVAX | HRCVX / VIVAX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | -11.497 | -9.134 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 191B | 0% |
| Annual Yield % from dividends | 1.49 | 2.14 | 69% |
| Returns for 1 year | -15.65 | -4.28 | 365% |
| Returns for 3 years | -24.97 | 3.07 | -813% |
| Returns for 5 years | 2.68 | 58.34 | 5% |
| Returns for 10 years | 10.61 | 81.51 | 13% |
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