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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$25.66
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets43.48B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
HLIEX vs VVIAX Comparison Chart in %
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HLIEX vs. VVIAX commentary
Aug 18, 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: 196B vs. HLIEX (43.5B). VVIAX pays higher dividends than HLIEX: VVIAX (2.18) vs HLIEX (1.65). 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 : 7.91 vs. HLIEX (4.66). VVIAX return over 5 years is better than : 68.54 vs. HLIEX (54.36).
| 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 | 8.247 | 6.517 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 196B | 22% |
| Annual Yield % from dividends | 1.65 | 2.18 | 76% |
| Returns for 1 year | 4.66 | 7.91 | 59% |
| Returns for 3 years | 14.18 | 25.93 | 55% |
| Returns for 5 years | 54.36 | 68.54 | 79% |
| Returns for 10 years | 109.39 | 114.61 | 95% |
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