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HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$20.72
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HLQVX vs VVIAX Comparison Chart in %
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HLQVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HLQVX (5.13B). VVIAX pays higher dividends than HLQVX: VVIAX (2.18) vs HLQVX (1.20). HLQVX was incepted earlier than VVIAX: HLQVX (34 years) vs VVIAX (25 years). HLQVX (0.76) is less costly to investors than VVIAX (0.05). HLQVX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than HLQVX: VVIAX (3000) vs HLQVX (1000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. HLQVX (6.09). VVIAX return over 5 years is better than : 80.13 vs. HLQVX (75.13).
| HLQVX | VVIAX | HLQVX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 6.081 | 6.198 | 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 | 2.18 | 55% |
| Returns for 1 year | 6.09 | 12.03 | 51% |
| Returns for 3 years | 21.16 | 35.17 | 60% |
| Returns for 5 years | 75.13 | 80.13 | 94% |
| Returns for 10 years | 56.98 | 115.67 | 49% |
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