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DODGX vs HLIEX
DODGX vs HLIEX Comparison
Open Charts DODGX vs HLIEX
JPMorgan Equity Income I
Price$25.07
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets43.58B
DODGX vs HLIEX Comparison Chart in %
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DODGX vs. HLIEX commentary
Dec 27, 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 DODGX is a Hold and HLIEX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. HLIEX (43.6B). HLIEX pays higher dividends than DODGX: HLIEX (1.45) vs DODGX (1.32). DODGX was incepted earlier than HLIEX: DODGX (61 years) vs HLIEX (39 years). HLIEX (0.70) is less costly to investors than DODGX (0.51). HLIEX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than HLIEX: DODGX (2500) vs HLIEX (1000000). HLIEX annual gain was more profitable for investors over the last year : 4.75 vs. DODGX (3.81). DODGX return over 5 years is better than : 48.93 vs. HLIEX (38.13).
| DODGX | HLIEX | DODGX / HLIEX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.70 | 73% |
| Fund Existence | 61 years | 39 years | - |
| Gain YTD | 5.365 | 6.180 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 43.6B | 273% |
| Annual Yield % from dividends | 1.32 | 1.45 | 91% |
| Returns for 1 year | 3.81 | 4.75 | 80% |
| Returns for 3 years | 30.00 | 16.64 | 180% |
| Returns for 5 years | 48.93 | 38.13 | 128% |
| Returns for 10 years | 74.45 | 111.05 | 67% |
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