Ad is loading...
JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$18.31
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets308.4M
Vanguard Value Index Adm
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
JHERX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHERX vs. VVIAX commentary
Apr 28, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JHERX (308M). VVIAX pays higher dividends than JHERX: VVIAX (2.26) vs JHERX (0.83). JHERX was incepted earlier than VVIAX: JHERX (10 years) vs VVIAX (24 years). JHERX (1.84) is less costly to investors than VVIAX (0.05). JHERX is a more actively managed with annual turnover of: 22.00 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 : 4.43 vs. JHERX (-6.67). VVIAX return over 5 years is better than : 71.29 vs. JHERX (30.85).
| JHERX | VVIAX | JHERX / VVIAX | |
| Total Expense Ratio | 1.83 | 0.05 | 3,660% |
| Annual Report Gross Expense Ratio | 1.84 | 0.05 | 3,680% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -2.172 | -2.638 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 191B | 0% |
| Annual Yield % from dividends | 0.83 | 2.26 | 37% |
| Returns for 1 year | -6.67 | 4.43 | -151% |
| Returns for 3 years | -10.72 | 15.65 | -69% |
| Returns for 5 years | 30.85 | 71.29 | 43% |
| Returns for 10 years | -4.94 | 92.76 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...