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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$36.84
Change+$0.30 (+0.82%)
VolumeN/A
Net Assets1.58B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
HHDFX vs VIVAX Comparison Chart in %
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HHDFX vs. VIVAX commentary
Sep 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 HHDFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HHDFX (1.58B). HHDFX pays higher dividends than VIVAX: HHDFX (2.11) vs VIVAX (1.99). HHDFX was incepted earlier than VIVAX: HHDFX (14 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). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. HHDFX (4.56). HHDFX return over 5 years is better than : 100.49 vs. VIVAX (81.78).
| HHDFX | VIVAX | HHDFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 7.487 | 10.222 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 203B | 1% |
| Annual Yield % from dividends | 2.11 | 1.99 | 106% |
| Returns for 1 year | 4.56 | 7.64 | 60% |
| Returns for 3 years | 53.89 | 50.22 | 107% |
| Returns for 5 years | 100.49 | 81.78 | 123% |
| Returns for 10 years | 166.44 | 147.68 | 113% |
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