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HLQVX vs VVIAX
HLQVX vs VVIAX Comparison
Open Charts HLQVX vs VVIAX
JPMorgan Large Cap Value I
Price$22.10
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.53B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
HLQVX vs VVIAX Comparison Chart in %
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HLQVX vs. VVIAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. HLQVX (5.53B). VVIAX pays higher dividends than HLQVX: VVIAX (2.04) vs HLQVX (1.09). HLQVX was incepted earlier than VVIAX: HLQVX (35 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: 185.00 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 : 4.76 vs. HLQVX (-3.83). VVIAX return over 5 years is better than : 61.18 vs. HLQVX (43.63).
| 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 | 35 years | 25 years | - |
| Gain YTD | 13.507 | 11.776 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 208B | 3% |
| Annual Yield % from dividends | 1.09 | 2.04 | 54% |
| Returns for 1 year | -3.83 | 4.76 | -80% |
| Returns for 3 years | 17.23 | 29.82 | 58% |
| Returns for 5 years | 43.63 | 61.18 | 71% |
| Returns for 10 years | 68.86 | 127.14 | 54% |
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