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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$25.96
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX vs. VIVAX commentary
Sep 09, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HLIEX (43.7B). VIVAX pays higher dividends than HLIEX: VIVAX (1.99) vs HLIEX (1.55). 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 : 7.74 vs. HLIEX (4.36). VIVAX return over 5 years is better than : 70.18 vs. HLIEX (56.20).
| 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 | 9.665 | 7.845 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.55 | 1.99 | 78% |
| Returns for 1 year | 4.36 | 7.74 | 56% |
| Returns for 3 years | 24.14 | 36.63 | 66% |
| Returns for 5 years | 56.20 | 70.18 | 80% |
| Returns for 10 years | 126.18 | 131.64 | 96% |
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