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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$18.31
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets308.4M
Vanguard Value Index I
Price$64.30
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Apr 28, 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: 191B vs. JHERX (308M). VIVAX pays higher dividends than JHERX: VIVAX (2.14) vs JHERX (0.83). 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 (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 : 4.42 vs. JHERX (-6.67). VIVAX return over 5 years is better than : 71.28 vs. JHERX (30.85).
| 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 | -2.172 | -2.639 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 191B | 0% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | -6.67 | 4.42 | -151% |
| Returns for 3 years | -10.72 | 15.65 | -68% |
| Returns for 5 years | 30.85 | 71.28 | 43% |
| Returns for 10 years | -4.94 | 92.80 | -5% |
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