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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.60
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JHERX (1.67B). 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 : 13.43 vs. JHERX (2.56). VIVAX return over 5 years is better than : 47.22 vs. JHERX (6.76).
| 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 | 4.533 | 4.148 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 193B | 1% |
| Annual Yield % from dividends | 0.83 | 2.25 | 37% |
| Returns for 1 year | 2.56 | 13.43 | 19% |
| Returns for 3 years | -7.00 | 23.92 | -29% |
| Returns for 5 years | 6.76 | 47.22 | 14% |
| Returns for 10 years | N/A | 105.56 | - |