Interact to see
Advertisement
Advertisement
HLQVX vs VIVAX
HLQVX vs VIVAX Comparison
Open Charts HLQVX vs VIVAX
JPMorgan Large Cap Value I
Price$20.78
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.18B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
HLQVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. VIVAX commentary
Jul 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HLQVX (5.18B). 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 : 9.76 vs. HLQVX (3.73). VIVAX return over 5 years is better than : 74.87 vs. HLQVX (68.47).
| 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 | 6.389 | 6.724 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 195B | 3% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 3.73 | 9.76 | 38% |
| Returns for 3 years | 19.89 | 34.31 | 58% |
| Returns for 5 years | 68.47 | 74.87 | 91% |
| Returns for 10 years | 57.75 | 116.32 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement