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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$18.81
Change+$0.06 (+0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Dec 24, 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 JHERX is a StrongSell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JHERX (1.53B). VIVAX pays higher dividends than JHERX: VIVAX (2.25) vs JHERX (0.83). JHERX was incepted earlier than VIVAX: JHERX (10 years) vs VIVAX (32 years). JHERX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 15.15 vs. JHERX (1.87). VIVAX return over 5 years is better than : 41.35 vs. JHERX (1.11).
| JHERX | VIVAX | JHERX / 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 | 1.002 | 14.000 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 195B | 1% |
| Annual Yield % from dividends | 0.83 | 2.25 | 37% |
| Returns for 1 year | 1.87 | 15.15 | 12% |
| Returns for 3 years | -8.48 | 18.25 | -46% |
| Returns for 5 years | 1.11 | 41.35 | 3% |
| Returns for 10 years | N/A | 99.53 | - |
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