Interact to see
Advertisement
Advertisement
JHERX vs VIVIX
JHERX vs VIVIX Comparison
Open Charts JHERX vs VIVIX
JHancock Equity Income C
Price$19.38
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets584.24M
Vanguard Value Index I
Price$69.11
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
JHERX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHERX vs. VIVIX commentary
Aug 06, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JHERX (584M). VIVIX pays higher dividends than JHERX: VIVIX (2.19) vs JHERX (0.96). 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 (9.00). 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 : 10.84 vs. JHERX (-0.72). VIVIX return over 5 years is better than : 69.40 vs. JHERX (23.92).
| 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 | 3.761 | 4.700 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 195B | 0% |
| Annual Yield % from dividends | 0.96 | 2.19 | 44% |
| Returns for 1 year | -0.72 | 10.84 | -7% |
| Returns for 3 years | -2.70 | 29.09 | -9% |
| Returns for 5 years | 23.92 | 69.40 | 34% |
| Returns for 10 years | 5.92 | 112.99 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement