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HHDVX vs VIVAX
HHDVX vs VIVAX Comparison
Open Charts HHDVX vs VIVAX
Hamlin High Dividend Equity I
Price$36.13
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets1.56B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HHDVX vs VIVAX Comparison Chart in %
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HHDVX 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 HHDVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HHDVX (1.56B). VIVAX pays higher dividends than HHDVX: VIVAX (2.06) vs HHDVX (1.92). HHDVX was incepted earlier than VIVAX: HHDVX (13 years) vs VIVAX (33 years). HHDVX (1.27) is less costly to investors than VIVAX (0.17). HHDVX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). HHDVX has a lower initial minimum investment than VIVAX: HHDVX (2500) vs VIVAX (3000). HHDVX (12.16) and VIVAX (12.04) have marching annual gain over last year. HHDVX return over 5 years is better than : 100.56 vs. VIVAX (80.14).
| HHDVX | VIVAX | HHDVX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 5.116 | 6.209 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 189B | 1% |
| Annual Yield % from dividends | 1.92 | 2.06 | 93% |
| Returns for 1 year | 12.16 | 12.04 | 101% |
| Returns for 3 years | 45.60 | 35.16 | 130% |
| Returns for 5 years | 100.56 | 80.14 | 125% |
| Returns for 10 years | 124.89 | 115.74 | 108% |
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