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HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$21.31
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
HLQVX vs VIVAX Comparison Chart in %
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HLQVX vs. VIVAX commentary
Dec 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: 216B vs. HLQVX (5.54B). 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 (0.75) 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 : 12.38 vs. HLQVX (7.53). VIVAX return over 5 years is better than : 64.90 vs. HLQVX (36.66).
| 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 | 9.499 | 13.965 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 216B | 3% |
| Annual Yield % from dividends | 1.09 | 1.93 | 57% |
| Returns for 1 year | 7.53 | 12.38 | 61% |
| Returns for 3 years | 24.23 | 37.39 | 65% |
| Returns for 5 years | 36.66 | 64.90 | 56% |
| Returns for 10 years | 87.30 | 133.35 | 65% |
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