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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.38
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets584.24M
Vanguard Value Index I
Price$69.13
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
JHERX vs VIVAX Comparison Chart in %
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JHERX vs. VIVAX commentary
Aug 06, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JHERX (584M). VIVAX pays higher dividends than JHERX: VIVAX (2.06) vs JHERX (0.96). 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 : 10.83 vs. JHERX (-0.72). VIVAX return over 5 years is better than : 69.39 vs. JHERX (23.92).
| 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 | 3.761 | 4.679 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 195B | 0% |
| Annual Yield % from dividends | 0.96 | 2.06 | 47% |
| Returns for 1 year | -0.72 | 10.83 | -7% |
| Returns for 3 years | -2.70 | 29.09 | -9% |
| Returns for 5 years | 23.92 | 69.39 | 34% |
| Returns for 10 years | 5.92 | 113.02 | 5% |
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