Interact to see
Advertisement
Advertisement
HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$22.10
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.53B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
HLQVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. VIVAX commentary
Dec 04, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HLQVX (5.53B). VIVAX pays higher dividends than HLQVX: VIVAX (1.93) vs HLQVX (1.09). 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: 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 : 4.76 vs. HLQVX (-3.83). VIVAX return over 5 years is better than : 61.14 vs. HLQVX (43.63).
| 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 | 13.507 | 11.753 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 208B | 3% |
| Annual Yield % from dividends | 1.09 | 1.93 | 57% |
| Returns for 1 year | -3.83 | 4.76 | -80% |
| Returns for 3 years | 17.23 | 29.79 | 58% |
| Returns for 5 years | 43.63 | 61.14 | 71% |
| Returns for 10 years | 68.86 | 127.21 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers