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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$18.03
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets302.63M
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
JHEIX vs VIVAX Comparison Chart
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JHEIX vs. VIVAX commentary
Apr 24, 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 JHEIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JHEIX (303M). VIVAX pays higher dividends than JHEIX: VIVAX (2.14) vs JHEIX (1.50). JHEIX was incepted earlier than VIVAX: JHEIX (10 years) vs VIVAX (32 years). JHEIX (1.14) is less costly to investors than VIVAX (0.17). JHEIX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (10.00). JHEIX has a lower initial minimum investment than VIVAX: JHEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 2.68 vs. JHEIX (-8.08). VIVAX return over 5 years is better than : 68.72 vs. JHEIX (31.11).
| JHEIX | VIVAX | JHEIX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -3.845 | -4.092 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 191B | 0% |
| Annual Yield % from dividends | 1.50 | 2.14 | 70% |
| Returns for 1 year | -8.08 | 2.68 | -302% |
| Returns for 3 years | -13.06 | 11.96 | -109% |
| Returns for 5 years | 31.11 | 68.72 | 45% |
| Returns for 10 years | -3.21 | 90.37 | -4% |
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