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JHERX vs VIVIX
JHERX vs VIVIX Comparison
Open Charts JHERX vs VIVIX
JHancock Equity Income C
Price$18.66
Change-$0.81 (-4.16%)
VolumeN/A
Net Assets633.15M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
JHERX vs VIVIX Comparison Chart
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JHERX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JHERX (633M). VIVIX pays higher dividends than JHERX: VIVIX (2.27) vs JHERX (0.83). JHERX was incepted earlier than VIVIX: JHERX (10 years) vs VIVIX (27 years). JHERX (1.84) is less costly to investors than VIVIX (0.04). JHERX is a more actively managed with annual turnover of: 22.00 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 : 7.66 vs. JHERX (-2.24). VIVIX return over 5 years is better than : 101.66 vs. JHERX (54.67).
| JHERX | VIVIX | JHERX / VIVIX | |
| Total Expense Ratio | 1.83 | 0.04 | 4,575% |
| Annual Report Gross Expense Ratio | 1.84 | 0.04 | 4,600% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 4.025 | 2.421 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 195B | 0% |
| Annual Yield % from dividends | 0.83 | 2.27 | 36% |
| 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 | 106.83 | 2% |
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