Interact to see
Advertisement
Advertisement
HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$36.07
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets1.56B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HHDFX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HHDFX vs. VIVAX commentary
Jul 07, 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 (1.56B). 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 (12.46) and VIVAX (12.04) have marching annual gain over last year. HHDFX return over 5 years is better than : 103.59 vs. VIVAX (80.14).
| 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 | 5.241 | 6.209 | 84% |
| 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 | 189B | 1% |
| Annual Yield % from dividends | 2.18 | 2.06 | 106% |
| Returns for 1 year | 12.46 | 12.04 | 103% |
| Returns for 3 years | 46.88 | 35.16 | 133% |
| Returns for 5 years | 103.59 | 80.14 | 129% |
| Returns for 10 years | 132.46 | 115.74 | 114% |