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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$35.38
Change-$0.43 (-1.20%)
VolumeN/A
Net Assets1.51B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HHDFX vs VIVAX Comparison Chart
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HHDFX vs. VIVAX commentary
Jun 16, 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 HHDFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HHDFX (1.51B). VIVAX pays higher dividends than HHDFX: VIVAX (2.16) vs HHDFX (1.92). HHDFX was incepted earlier than VIVAX: HHDFX (13 years) vs VIVAX (33 years). HHDFX (0.95) is less costly to investors than VIVAX (0.17). HHDFX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HHDFX: VIVAX (3000) vs HHDFX (100000). HHDFX annual gain was more profitable for investors over the last year : 9.32 vs. VIVAX (8.01). HHDFX return over 5 years is better than : 97.44 vs. VIVAX (72.56).
| HHDFX | VIVAX | HHDFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 1.960 | 2.419 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 189B | 1% |
| Annual Yield % from dividends | 1.92 | 2.16 | 89% |
| Returns for 1 year | 9.32 | 8.01 | 116% |
| Returns for 3 years | 43.84 | 32.20 | 136% |
| Returns for 5 years | 97.44 | 72.56 | 134% |
| Returns for 10 years | 119.13 | 103.54 | 115% |
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