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HLQVX vs VIVIX
HLQVX vs VIVIX Comparison
Open Charts HLQVX vs VIVIX
JPMorgan Large Cap Value I
Price$19.73
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets4.94B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HLQVX vs VIVIX Comparison Chart
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HLQVX vs. VIVIX commentary
Jun 16, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HLQVX (4.94B). VIVIX pays higher dividends than HLQVX: VIVIX (2.29) vs HLQVX (1.25). HLQVX was incepted earlier than VIVIX: HLQVX (34 years) vs VIVIX (27 years). HLQVX (0.76) is less costly to investors than VIVIX (0.04). HLQVX is a more actively managed with annual turnover of: 167.00 vs. VIVIX (9.00). HLQVX has a lower initial minimum investment than VIVIX: HLQVX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. HLQVX (0.82). VIVIX return over 5 years is better than : 72.56 vs. HLQVX (64.43).
| HLQVX | VIVIX | HLQVX / VIVIX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 0.633 | 2.452 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 189B | 3% |
| Annual Yield % from dividends | 1.25 | 2.29 | 55% |
| Returns for 1 year | 0.82 | 8.01 | 10% |
| Returns for 3 years | 15.59 | 32.19 | 48% |
| Returns for 5 years | 64.43 | 72.56 | 89% |
| Returns for 10 years | 45.74 | 103.54 | 44% |
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