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EIVPX vs JHEQX
EIVPX vs JHEQX Comparison Chart in %
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EIVPX vs. JHEQX commentary
Aug 06, 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 EIVPX is a Hold and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. EIVPX (1.16B). EIVPX pays higher dividends than JHEQX: EIVPX (2.21) vs JHEQX (0.74). EIVPX was incepted earlier than JHEQX: EIVPX (8 years) vs JHEQX (12 years). JHEQX (0.58) is less costly to investors than EIVPX (0.47). JHEQX is a more actively managed with annual turnover of: 37.00 vs. EIVPX (14.00). EIVPX has a lower initial minimum investment than JHEQX: EIVPX (0) vs JHEQX (1000000). EIVPX annual gain was more profitable for investors over the last year : 15.41 vs. JHEQX (11.78). JHEQX return over 5 years is better than : 53.59 vs. EIVPX (46.88).
| EIVPX | JHEQX | EIVPX / JHEQX | |
| Total Expense Ratio | 0.47 | 0.58 | 81% |
| Annual Report Gross Expense Ratio | 0.47 | 0.58 | 81% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 5.383 | 1.726 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 21.2B | 5% |
| Annual Yield % from dividends | 2.21 | 0.74 | 299% |
| Returns for 1 year | 15.41 | 11.78 | 131% |
| Returns for 3 years | 25.19 | 35.25 | 71% |
| Returns for 5 years | 46.88 | 53.59 | 87% |
| Returns for 10 years | N/A | 119.60 | - |
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