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HHDFX vs VIVAX
HHDFX vs VIVAX Comparison
Open Charts HHDFX vs VIVAX
Hamlin High Dividend Equity Instl
Price$37.49
Change-$0.38 (-1.00%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
HHDFX vs VIVAX Comparison Chart in %
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HHDFX vs. VIVAX commentary
Dec 14, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. HHDFX (1.67B). HHDFX pays higher dividends than VIVAX: HHDFX (2.07) vs VIVAX (1.93). 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 : 10.16 vs. HHDFX (5.90). HHDFX return over 5 years is better than : 79.07 vs. VIVAX (63.66).
| 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 | 10.493 | 14.146 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 216B | 1% |
| Annual Yield % from dividends | 2.07 | 1.93 | 107% |
| Returns for 1 year | 5.90 | 10.16 | 58% |
| Returns for 3 years | 40.07 | 34.53 | 116% |
| Returns for 5 years | 79.07 | 63.66 | 124% |
| Returns for 10 years | 163.68 | 139.88 | 117% |
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