Interact to see
Advertisement
Advertisement
HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$25.96
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
HLIEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. HLIEX (43.7B). VVIAX pays higher dividends than HLIEX: VVIAX (2.10) vs HLIEX (1.55). HLIEX was incepted earlier than VVIAX: HLIEX (38 years) vs VVIAX (25 years). HLIEX (0.70) is less costly to investors than VVIAX (0.05). HLIEX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HLIEX: VVIAX (3000) vs HLIEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. HLIEX (4.36). VVIAX return over 5 years is better than : 70.16 vs. HLIEX (56.20).
| HLIEX | VVIAX | HLIEX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 9.665 | 7.850 | 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 | 2.10 | 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% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers