Ad is loading...
JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$18.81
Change+$0.06 (+0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.27
Change-$0.17 (-0.26%)
VolumeN/A
CapitalizationN/A
JHERX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHERX vs. VVIAX commentary
Dec 24, 2024
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 StrongSell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JHERX (1.53B). VVIAX pays higher dividends than JHERX: VVIAX (2.36) vs JHERX (0.83). JHERX was incepted earlier than VVIAX: JHERX (10 years) vs VVIAX (24 years). JHERX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). JHERX has a lower initial minimum investment than VVIAX: JHERX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 15.21 vs. JHERX (1.87). VVIAX return over 5 years is better than : 41.36 vs. JHERX (1.11).
| JHERX | VVIAX | JHERX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.002 | 14.042 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 195B | 1% |
| Annual Yield % from dividends | 0.83 | 2.36 | 35% |
| Returns for 1 year | 1.87 | 15.21 | 12% |
| Returns for 3 years | -8.48 | 18.26 | -46% |
| Returns for 5 years | 1.11 | 41.36 | 3% |
| Returns for 10 years | N/A | 99.61 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...