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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$21.68
Change+$0.18 (+0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHERX vs VVIAX Comparison Chart
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JHERX vs. VVIAX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JHERX (1.76B). 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 : 26.09 vs. JHERX (17.07). VVIAX return over 5 years is better than : 53.09 vs. JHERX (13.55).
| 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 | 16.440 | 19.672 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 184B | 1% |
| Annual Yield % from dividends | 0.83 | 2.36 | 35% |
| Returns for 1 year | 17.07 | 26.09 | 65% |
| Returns for 3 years | -2.74 | 24.77 | -11% |
| Returns for 5 years | 13.55 | 53.09 | 26% |
| Returns for 10 years | N/A | 112.26 | - |