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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$20.72
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HLQVX vs VIVAX Comparison Chart in %
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HLQVX vs. VIVAX commentary
Jul 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HLQVX (5.13B). VIVAX pays higher dividends than HLQVX: VIVAX (2.06) vs HLQVX (1.20). HLQVX was incepted earlier than VIVAX: HLQVX (34 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 : 12.04 vs. HLQVX (6.09). VIVAX return over 5 years is better than : 80.14 vs. HLQVX (75.13).
| HLQVX | VIVAX | HLQVX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 6.081 | 6.209 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 189B | 3% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 6.09 | 12.04 | 51% |
| Returns for 3 years | 21.16 | 35.16 | 60% |
| Returns for 5 years | 75.13 | 80.14 | 94% |
| Returns for 10 years | 56.98 | 115.74 | 49% |
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