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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$19.32
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets584.21M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
JHEIX vs VIVAX Comparison Chart in %
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JHEIX vs. VIVAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JHEIX (584M). VIVAX pays higher dividends than JHEIX: VIVAX (2.06) vs JHEIX (1.62). JHEIX was incepted earlier than VIVAX: JHEIX (10 years) vs VIVAX (33 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 (9.00). 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 : 10.52 vs. JHEIX (-0.38). VIVAX return over 5 years is better than : 67.38 vs. JHEIX (25.37).
| 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 | 33 years | - |
| Gain YTD | 4.299 | 4.604 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 196B | 0% |
| Annual Yield % from dividends | 1.62 | 2.06 | 79% |
| Returns for 1 year | -0.38 | 10.52 | -4% |
| Returns for 3 years | -1.14 | 28.85 | -4% |
| Returns for 5 years | 25.37 | 67.38 | 38% |
| Returns for 10 years | 8.40 | 109.96 | 8% |