HLQVX
Price
$20.72
Change
+$0.07 (+0.34%)
Updated
Jul 3 closing price
Net Assets
5.13B
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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HLQVX vs VIVAX

Header iconHLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAXBanner chart's image
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.

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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).
HLQVXVIVAXHLQVX / VIVAX
Total Expense Ratio0.690.17406%
Annual Report Gross Expense Ratio0.760.17447%
Fund Existence34 years33 years-
Gain YTD6.0816.20998%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B189B3%
Annual Yield % from dividends1.202.0658%
Returns for 1 year6.0912.0451%
Returns for 3 years21.1635.1660%
Returns for 5 years75.1380.1494%
Returns for 10 years56.98115.7449%
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