Interact to see
Advertisement
Advertisement
HHDFX vs VVIAX
HHDFX vs VVIAX Comparison
Open Charts HHDFX vs VVIAX
Hamlin High Dividend Equity Instl
Price$36.53
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets1.57B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
HHDFX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HHDFX vs. VVIAX commentary
Aug 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. HHDFX (1.57B). VVIAX (2.18) and HHDFX (2.17) have matching dividends . HHDFX was incepted earlier than VVIAX: HHDFX (13 years) vs VVIAX (25 years). HHDFX (0.95) is less costly to investors than VVIAX (0.05). HHDFX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HHDFX: VVIAX (3000) vs HHDFX (100000). HHDFX annual gain was more profitable for investors over the last year : 9.01 vs. VVIAX (7.91). HHDFX return over 5 years is better than : 92.84 vs. VVIAX (68.54).
| HHDFX | VVIAX | HHDFX / VVIAX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 6.583 | 6.517 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 196B | 1% |
| Annual Yield % from dividends | 2.17 | 2.18 | 100% |
| Returns for 1 year | 9.01 | 7.91 | 114% |
| Returns for 3 years | 35.21 | 25.93 | 136% |
| Returns for 5 years | 92.84 | 68.54 | 135% |
| Returns for 10 years | 139.55 | 114.61 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement