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HLIEX vs VIVAX
HLIEX vs VIVAX Comparison
Open Charts HLIEX vs VIVAX
JPMorgan Equity Income I
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets43.73B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
HLIEX vs VIVAX Comparison Chart in %
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HLIEX vs. VIVAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HLIEX (43.7B). VIVAX pays higher dividends than HLIEX: VIVAX (1.93) vs HLIEX (1.45). 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 : 6.09 vs. HLIEX (0.33). VIVAX return over 5 years is better than : 60.36 vs. HLIEX (46.56).
| 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 | 13.761 | 12.616 | 109% |
| 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 | 208B | 21% |
| Annual Yield % from dividends | 1.45 | 1.93 | 75% |
| Returns for 1 year | 0.33 | 6.09 | 5% |
| Returns for 3 years | 18.94 | 30.80 | 61% |
| Returns for 5 years | 46.56 | 60.36 | 77% |
| Returns for 10 years | 121.93 | 128.96 | 95% |
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