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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$21.45
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.29B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
HLQVX vs VIVAX Comparison Chart in %
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HLQVX vs. VIVAX commentary
Sep 28, 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 HLQVX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HLQVX (5.29B). VIVAX pays higher dividends than HLQVX: VIVAX (1.99) vs HLQVX (1.16). HLQVX was incepted earlier than VIVAX: HLQVX (35 years) vs VIVAX (33 years). HLQVX (0.76) is less costly to investors than VIVAX (0.17). HLQVX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HLQVX: VIVAX (3000) vs HLQVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. HLQVX (1.31). VIVAX return over 5 years is better than : 81.78 vs. HLQVX (75.49).
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 10.219 | 10.222 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 1.16 | 1.99 | 58% |
| Returns for 1 year | 1.31 | 7.64 | 17% |
| Returns for 3 years | 33.25 | 50.22 | 66% |
| Returns for 5 years | 75.49 | 81.78 | 92% |
| Returns for 10 years | 80.06 | 147.68 | 54% |
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