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HRCVX vs VVIAX
HRCVX vs VVIAX Comparison
Open Charts HRCVX vs VVIAX
Carillon Eagle Growth & Income A
Price$21.49
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets526.06M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HRCVX vs VVIAX Comparison Chart in %
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HRCVX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. HRCVX (526M). VVIAX pays higher dividends than HRCVX: VVIAX (2.18) vs HRCVX (1.26). HRCVX was incepted earlier than VVIAX: HRCVX (39 years) vs VVIAX (25 years). HRCVX (0.97) is less costly to investors than VVIAX (0.05). HRCVX is a more actively managed with annual turnover of: 40.00 vs. VVIAX (9.00). HRCVX has a lower initial minimum investment than VVIAX: HRCVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. HRCVX (-0.88). VVIAX return over 5 years is better than : 80.13 vs. HRCVX (18.12).
| HRCVX | VVIAX | HRCVX / VVIAX | |
| Total Expense Ratio | 0.97 | 0.05 | 1,940% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 6.439 | 6.198 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 189B | 0% |
| Annual Yield % from dividends | 1.26 | 2.18 | 58% |
| Returns for 1 year | -0.88 | 12.03 | -7% |
| Returns for 3 years | 1.42 | 35.17 | 4% |
| Returns for 5 years | 18.12 | 80.13 | 23% |
| Returns for 10 years | 37.67 | 115.67 | 33% |
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