Interact to see
Advertisement
Advertisement
JHERX vs VIVIX
JHERX vs VIVIX Comparison
Open Charts JHERX vs VIVIX
JHancock Equity Income C
Price$19.53
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets320.45M
Vanguard Value Index I
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
JHERX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHERX vs. VIVIX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JHERX (320M). VIVIX pays higher dividends than JHERX: VIVIX (2.29) vs JHERX (0.84). 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 : 10.60 vs. JHERX (-1.25). VIVIX return over 5 years is better than : 82.93 vs. JHERX (35.73).
| 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 | 4.726 | 4.436 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 189B | 0% |
| Annual Yield % from dividends | 0.84 | 2.29 | 37% |
| Returns for 1 year | -1.25 | 10.60 | -12% |
| Returns for 3 years | 1.86 | 33.29 | 6% |
| Returns for 5 years | 35.73 | 82.93 | 43% |
| Returns for 10 years | 5.22 | 112.46 | 5% |