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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$18.66
Change-$0.81 (-4.16%)
VolumeN/A
Net Assets633.15M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JHERX (633M). VIVAX pays higher dividends than JHERX: VIVAX (2.14) vs JHERX (0.83). JHERX was incepted earlier than VIVAX: JHERX (10 years) vs VIVAX (32 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 : 7.66 vs. JHERX (-2.24). VIVAX return over 5 years is better than : 101.66 vs. JHERX (54.67).
| 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 | 32 years | - |
| Gain YTD | 4.025 | 2.419 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 195B | 0% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | -2.24 | 7.66 | -29% |
| Returns for 3 years | -9.28 | 17.34 | -53% |
| Returns for 5 years | 54.67 | 101.66 | 54% |
| Returns for 10 years | 2.54 | 106.90 | 2% |
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