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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$21.08
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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JHERX vs VVIAX Comparison Chart
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JHERX vs. VVIAX commentary
Sep 21, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. JHERX (1.75B). VVIAX pays higher dividends than JHERX: VVIAX (2.36) vs JHERX (0.83). JHERX was incepted earlier than VVIAX: JHERX (9 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 : 20.40 vs. JHERX (13.06). VVIAX return over 5 years is better than : 54.20 vs. JHERX (13.02).
| JHERX | VVIAX | JHERX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 12.261 | 15.359 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 183B | 1% |
| Annual Yield % from dividends | 0.83 | 2.36 | 35% |
| Returns for 1 year | 13.06 | 20.40 | 64% |
| Returns for 3 years | -2.29 | 25.00 | -9% |
| Returns for 5 years | 13.02 | 54.20 | 24% |
| Returns for 10 years | N/A | 109.21 | - |