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HRCVX vs VVIAX
HRCVX vs VVIAX Comparison
Open Charts HRCVX vs VVIAX
Carillon Eagle Growth & Income A
Price$19.64
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets494.62M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HRCVX vs VVIAX Comparison Chart
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HRCVX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HRCVX (495M). VVIAX pays higher dividends than HRCVX: VVIAX (2.34) vs HRCVX (1.37). HRCVX was incepted earlier than VVIAX: HRCVX (38 years) vs VVIAX (25 years). HRCVX (0.98) is less costly to investors than VVIAX (0.05). HRCVX is a more actively managed with annual turnover of: 40.00 vs. VVIAX (9.00). HRCVX has a lower initial minimum investment than VVIAX: HRCVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. HRCVX (-7.79). VVIAX return over 5 years is better than : 72.19 vs. HRCVX (10.36).
| HRCVX | VVIAX | HRCVX / VVIAX | |
| Total Expense Ratio | 0.98 | 0.05 | 1,960% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | -3.797 | -0.957 | 397% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 184B | 0% |
| Annual Yield % from dividends | 1.37 | 2.34 | 59% |
| Returns for 1 year | -7.79 | 5.12 | -152% |
| Returns for 3 years | -13.22 | 20.66 | -64% |
| Returns for 5 years | 10.36 | 72.19 | 14% |
| Returns for 10 years | 19.64 | 96.21 | 20% |
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