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EIVPX vs JHEQX
EIVPX vs JHEQX Comparison Chart in %
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EIVPX vs. JHEQX commentary
Oct 27, 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 StrongBuy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. EIVPX (1.21B). EIVPX pays higher dividends than JHEQX: EIVPX (2.13) vs JHEQX (0.74). EIVPX was incepted earlier than JHEQX: EIVPX (9 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: 20.00 vs. EIVPX (14.00). EIVPX (1000000) and JHEQX (1000000) have matching initial minimum investment requirements. EIVPX annual gain was more profitable for investors over the last year : 12.36 vs. JHEQX (6.45). JHEQX return over 5 years is better than : 55.52 vs. EIVPX (50.57).
| EIVPX | JHEQX | EIVPX / JHEQX | |
| Total Expense Ratio | 0.47 | 0.58 | 81% |
| Annual Report Gross Expense Ratio | 0.47 | 0.58 | 81% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 10.636 | 5.808 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 21.4B | 6% |
| Annual Yield % from dividends | 2.13 | 0.74 | 289% |
| Returns for 1 year | 12.36 | 6.45 | 192% |
| Returns for 3 years | 37.08 | 50.02 | 74% |
| Returns for 5 years | 50.57 | 55.52 | 91% |
| Returns for 10 years | N/A | 137.91 | - |
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