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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$22.19
Change+$0.57 (+2.64%)
VolumeN/A
Net Assets5.55B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
HLQVX vs VIVAX Comparison Chart in %
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HLQVX vs. VIVAX commentary
Feb 05, 2026
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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. HLQVX (5.55B). VIVAX pays higher dividends than HLQVX: VIVAX (1.84) vs HLQVX (1.18). HLQVX was incepted earlier than VIVAX: HLQVX (35 years) vs VIVAX (33 years). HLQVX (0.75) is less costly to investors than VIVAX (0.17). HLQVX is a more actively managed with annual turnover of: 185.00 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 : 15.07 vs. HLQVX (10.40). VIVAX return over 5 years is better than : 66.25 vs. HLQVX (33.47).
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.75 | 0.17 | 441% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 5.566 | 5.998 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 218B | 3% |
| Annual Yield % from dividends | 1.18 | 1.84 | 64% |
| Returns for 1 year | 10.40 | 15.07 | 69% |
| Returns for 3 years | 21.74 | 41.03 | 53% |
| Returns for 5 years | 33.47 | 66.25 | 51% |
| Returns for 10 years | 119.14 | 167.20 | 71% |
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