Interact to see
Advertisement
Advertisement
HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$20.78
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.18B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
HLQVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HLQVX (5.18B). 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 : 9.75 vs. HLQVX (3.73). VVIAX return over 5 years is better than : 74.87 vs. HLQVX (68.47).
| 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 | 6.389 | 6.714 | 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 | 2.18 | 55% |
| Returns for 1 year | 3.73 | 9.75 | 38% |
| Returns for 3 years | 19.89 | 34.32 | 58% |
| Returns for 5 years | 68.47 | 74.87 | 91% |
| Returns for 10 years | 57.75 | 116.26 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers