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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$21.08
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Sep 21, 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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JHERX (1.75B). VIVAX pays higher dividends than JHERX: VIVAX (2.25) vs JHERX (0.83). JHERX was incepted earlier than VIVAX: JHERX (9 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 : 20.39 vs. JHERX (15.93). VIVAX return over 5 years is better than : 54.21 vs. JHERX (14.15).
| JHERX | VIVAX | JHERX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 13.386 | 15.335 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 183B | 1% |
| Annual Yield % from dividends | 0.83 | 2.25 | 37% |
| Returns for 1 year | 15.93 | 20.39 | 78% |
| Returns for 3 years | 0.49 | 25.01 | 2% |
| Returns for 5 years | 14.15 | 54.21 | 26% |
| Returns for 10 years | N/A | 109.13 | - |
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