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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$19.52
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JHEIX vs VIVAX Comparison Chart
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JHEIX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JHEIX (1.67B). VIVAX pays higher dividends than JHEIX: VIVAX (2.25) vs JHEIX (1.44). JHEIX was incepted earlier than VIVAX: JHEIX (10 years) vs VIVAX (32 years). JHEIX is a more actively managed with annual turnover of: 19.00 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 : 13.43 vs. JHEIX (3.29). VIVAX return over 5 years is better than : 47.22 vs. JHEIX (8.88).
| JHEIX | VIVAX | JHEIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 4.665 | 4.148 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 193B | 1% |
| Annual Yield % from dividends | 1.44 | 2.25 | 64% |
| Returns for 1 year | 3.29 | 13.43 | 25% |
| Returns for 3 years | -5.81 | 23.92 | -24% |
| Returns for 5 years | 8.88 | 47.22 | 19% |
| Returns for 10 years | N/A | 105.56 | - |
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