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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$26.12
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets43.04B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
HLIEX vs VVIAX Comparison Chart in %
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HLIEX vs. VVIAX commentary
Oct 19, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. HLIEX (43B). VVIAX pays higher dividends than HLIEX: VVIAX (2.08) vs HLIEX (1.54). 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 : 4.64 vs. HLIEX (-0.20). VVIAX return over 5 years is better than : 71.80 vs. HLIEX (53.80).
| 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 | 10.489 | 9.746 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43B | 208B | 21% |
| Annual Yield % from dividends | 1.54 | 2.08 | 74% |
| Returns for 1 year | -0.20 | 4.64 | -4% |
| Returns for 3 years | 28.33 | 43.00 | 66% |
| Returns for 5 years | 53.80 | 71.80 | 75% |
| Returns for 10 years | 121.38 | 129.42 | 94% |
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