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HRCVX vs VIVAX
HRCVX vs VIVAX Comparison
Open Charts HRCVX vs VIVAX
Carillon Eagle Growth & Income A
Price$20.61
Change-$0.17 (-0.82%)
VolumeN/A
Net Assets508.35M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HRCVX vs VIVAX Comparison Chart
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HRCVX vs. VIVAX 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 HRCVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HRCVX (508M). VIVAX pays higher dividends than HRCVX: VIVAX (2.16) vs HRCVX (1.32). HRCVX was incepted earlier than VIVAX: HRCVX (39 years) vs VIVAX (33 years). HRCVX (0.97) is less costly to investors than VIVAX (0.17). HRCVX is a more actively managed with annual turnover of: 40.00 vs. VIVAX (9.00). HRCVX has a lower initial minimum investment than VIVAX: HRCVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. HRCVX (-4.80). VIVAX return over 5 years is better than : 72.56 vs. HRCVX (14.51).
| HRCVX | VIVAX | HRCVX / VIVAX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 1.732 | 2.419 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 189B | 0% |
| Annual Yield % from dividends | 1.32 | 2.16 | 61% |
| Returns for 1 year | -4.80 | 8.01 | -60% |
| Returns for 3 years | -0.16 | 32.20 | -1% |
| Returns for 5 years | 14.51 | 72.56 | 20% |
| Returns for 10 years | 28.04 | 103.54 | 27% |
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