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JHEIX vs VVIAX
JHEIX vs VVIAX Comparison
Open Charts JHEIX vs VVIAX
JHancock Equity Income A
Price$21.74
Change+$0.15 (+0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
JHEIX vs VVIAX Comparison Chart
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JHEIX vs. VVIAX commentary
Nov 23, 2024
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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JHEIX (1.78B). VVIAX pays higher dividends than JHEIX: VVIAX (2.36) vs JHEIX (1.44). JHEIX was incepted earlier than VVIAX: JHEIX (10 years) vs VVIAX (24 years). JHEIX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). JHEIX has a lower initial minimum investment than VVIAX: JHEIX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 27.07 vs. JHEIX (17.81). VVIAX return over 5 years is better than : 54.28 vs. JHEIX (15.71).
| JHEIX | VVIAX | JHEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 17.116 | 20.599 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 184B | 1% |
| Annual Yield % from dividends | 1.44 | 2.36 | 61% |
| Returns for 1 year | 17.81 | 27.07 | 66% |
| Returns for 3 years | -2.25 | 24.71 | -9% |
| Returns for 5 years | 15.71 | 54.28 | 29% |
| Returns for 10 years | N/A | 114.16 | - |