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HLIEX vs VVIAX
HLIEX vs VVIAX Comparison
Open Charts HLIEX vs VVIAX
JPMorgan Equity Income I
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets43.73B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
HLIEX vs VVIAX Comparison Chart in %
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HLIEX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. HLIEX (43.7B). VVIAX pays higher dividends than HLIEX: VVIAX (2.04) vs HLIEX (1.45). 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 : 6.10 vs. HLIEX (0.33). VVIAX return over 5 years is better than : 60.40 vs. HLIEX (46.56).
| 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 | 13.761 | 12.640 | 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 | 2.04 | 71% |
| Returns for 1 year | 0.33 | 6.10 | 5% |
| Returns for 3 years | 18.94 | 30.82 | 61% |
| Returns for 5 years | 46.56 | 60.40 | 77% |
| Returns for 10 years | 121.93 | 128.90 | 95% |
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