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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$36.29
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets1.56B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
HHDFX vs VIVAX Comparison Chart in %
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HHDFX vs. VIVAX commentary
Jul 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: 195B vs. HHDFX (1.56B). HHDFX pays higher dividends than VIVAX: HHDFX (2.18) vs VIVAX (2.06). 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 : 11.14 vs. VIVAX (9.76). HHDFX return over 5 years is better than : 99.92 vs. VIVAX (74.87).
| 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 | 5.883 | 6.724 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 195B | 1% |
| Annual Yield % from dividends | 2.18 | 2.06 | 106% |
| Returns for 1 year | 11.14 | 9.76 | 114% |
| Returns for 3 years | 44.21 | 34.31 | 129% |
| Returns for 5 years | 99.92 | 74.87 | 133% |
| Returns for 10 years | 139.30 | 116.32 | 120% |
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