Ad is loading...
JHEIX vs VIVIX
JHEIX vs VIVIX Comparison
Open Charts JHEIX vs VIVIX
JHancock Equity Income A
Price$19.52
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JHEIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHEIX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JHEIX (1.67B). VIVIX pays higher dividends than JHEIX: VIVIX (2.37) vs JHEIX (1.44). JHEIX was incepted earlier than VIVIX: JHEIX (10 years) vs VIVIX (27 years). JHEIX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). JHEIX has a lower initial minimum investment than VIVIX: JHEIX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. JHEIX (3.29). VIVIX return over 5 years is better than : 47.20 vs. JHEIX (8.88).
| JHEIX | VIVIX | JHEIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 4.665 | 4.165 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 193B | 1% |
| Annual Yield % from dividends | 1.44 | 2.37 | 61% |
| Returns for 1 year | 3.29 | 13.44 | 24% |
| Returns for 3 years | -5.81 | 23.92 | -24% |
| Returns for 5 years | 8.88 | 47.20 | 19% |
| Returns for 10 years | N/A | 105.52 | - |