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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.53
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets320.45M
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
JHERX vs VIVAX Comparison Chart in %
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JHERX vs. VIVAX commentary
Jul 01, 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 JHERX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JHERX (320M). VIVAX pays higher dividends than JHERX: VIVAX (2.16) vs JHERX (0.84). JHERX was incepted earlier than VIVAX: JHERX (10 years) vs VIVAX (33 years). JHERX (1.84) is less costly to investors than VIVAX (0.17). JHERX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JHERX has a lower initial minimum investment than VIVAX: JHERX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.56 vs. JHERX (-1.25). VIVAX return over 5 years is better than : 82.89 vs. JHERX (35.73).
| JHERX | VIVAX | JHERX / VIVAX | |
| Total Expense Ratio | 1.83 | 0.17 | 1,076% |
| Annual Report Gross Expense Ratio | 1.84 | 0.17 | 1,082% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 4.726 | 4.402 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 189B | 0% |
| Annual Yield % from dividends | 0.84 | 2.16 | 39% |
| Returns for 1 year | -1.25 | 10.56 | -12% |
| Returns for 3 years | 1.86 | 33.24 | 6% |
| Returns for 5 years | 35.73 | 82.89 | 43% |
| Returns for 10 years | 5.22 | 112.46 | 5% |