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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$25.67
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets44.51B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX 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 HLIEX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HLIEX (44.5B). VIVAX pays higher dividends than HLIEX: VIVAX (2.06) vs HLIEX (1.67). HLIEX was incepted earlier than VIVAX: HLIEX (38 years) vs VIVAX (33 years). HLIEX (0.70) is less costly to investors than VIVAX (0.17). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HLIEX: VIVAX (3000) vs HLIEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. HLIEX (9.09). VIVAX return over 5 years is better than : 80.14 vs. HLIEX (66.90).
| HLIEX | VIVAX | HLIEX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 8.167 | 6.209 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 189B | 24% |
| Annual Yield % from dividends | 1.67 | 2.06 | 81% |
| Returns for 1 year | 9.09 | 12.04 | 76% |
| Returns for 3 years | 23.51 | 35.16 | 67% |
| Returns for 5 years | 66.90 | 80.14 | 83% |
| Returns for 10 years | 111.17 | 115.74 | 96% |