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JHERX vs VIVIX
JHERX vs VIVIX Comparison
Open Charts JHERX vs VIVIX
JHancock Equity Income C
Price$19.60
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JHERX vs VIVIX Comparison Chart
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JHERX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JHERX (1.67B). VIVIX pays higher dividends than JHERX: VIVIX (2.37) vs JHERX (0.83). JHERX was incepted earlier than VIVIX: JHERX (10 years) vs VIVIX (27 years). JHERX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). JHERX has a lower initial minimum investment than VIVIX: JHERX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. JHERX (2.56). VIVIX return over 5 years is better than : 47.20 vs. JHERX (6.76).
| JHERX | VIVIX | JHERX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 4.533 | 4.165 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 193B | 1% |
| Annual Yield % from dividends | 0.83 | 2.37 | 35% |
| Returns for 1 year | 2.56 | 13.44 | 19% |
| Returns for 3 years | -7.00 | 23.92 | -29% |
| Returns for 5 years | 6.76 | 47.20 | 14% |
| Returns for 10 years | N/A | 105.52 | - |