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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$19.53
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets320.45M
Vanguard Value Index Adm
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
JHERX vs VVIAX Comparison Chart in %
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JHERX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JHERX (320M). VVIAX pays higher dividends than JHERX: VVIAX (2.28) vs JHERX (0.84). JHERX was incepted earlier than VVIAX: JHERX (10 years) vs VVIAX (25 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 (9.00). 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 : 10.60 vs. JHERX (-1.25). VVIAX return over 5 years is better than : 82.93 vs. JHERX (35.73).
| 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 | 25 years | - |
| Gain YTD | 4.726 | 4.420 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 189B | 0% |
| Annual Yield % from dividends | 0.84 | 2.28 | 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 | 112.45 | 5% |
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