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HLIEX vs VIVIX
HLIEX vs VIVIX Comparison
Open Charts HLIEX vs VIVIX
JPMorgan Equity Income I
Price$25.96
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
HLIEX vs VIVIX Comparison Chart in %
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HLIEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. HLIEX (43.7B). VIVIX pays higher dividends than HLIEX: VIVIX (2.11) vs HLIEX (1.55). HLIEX was incepted earlier than VIVIX: HLIEX (38 years) vs VIVIX (27 years). HLIEX (0.70) is less costly to investors than VIVIX (0.04). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (9.00). HLIEX has a lower initial minimum investment than VIVIX: HLIEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. HLIEX (4.36). VIVIX return over 5 years is better than : 70.16 vs. HLIEX (56.20).
| HLIEX | VIVIX | HLIEX / VIVIX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 9.665 | 7.866 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.55 | 2.11 | 73% |
| Returns for 1 year | 4.36 | 7.74 | 56% |
| Returns for 3 years | 24.14 | 36.61 | 66% |
| Returns for 5 years | 56.20 | 70.16 | 80% |
| Returns for 10 years | 126.18 | 131.61 | 96% |