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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$26.37
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets43.88B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX vs. VIVAX commentary
Nov 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 HLIEX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HLIEX (43.9B). VIVAX pays higher dividends than HLIEX: VIVAX (1.98) vs HLIEX (1.57). 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 : 5.48 vs. HLIEX (-0.28). VIVAX return over 5 years is better than : 64.67 vs. HLIEX (48.78).
| 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 | 11.686 | 10.844 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 208B | 21% |
| Annual Yield % from dividends | 1.57 | 1.98 | 79% |
| Returns for 1 year | -0.28 | 5.48 | -5% |
| Returns for 3 years | 20.09 | 32.94 | 61% |
| Returns for 5 years | 48.78 | 64.67 | 75% |
| Returns for 10 years | 120.71 | 129.02 | 94% |
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