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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$19.37
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets740.68M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
JHEIX vs VIVAX Comparison Chart
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JHEIX vs. VIVAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JHEIX (741M). 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 : 7.07 vs. JHEIX (-2.08). VIVAX return over 5 years is better than : 100.53 vs. JHEIX (57.06).
| 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 | 3.581 | 1.843 | 194% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 195B | 0% |
| Annual Yield % from dividends | 1.50 | 2.14 | 70% |
| Returns for 1 year | -2.08 | 7.07 | -29% |
| Returns for 3 years | -8.79 | 16.40 | -54% |
| Returns for 5 years | 57.06 | 100.53 | 57% |
| Returns for 10 years | 6.31 | 107.12 | 6% |
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