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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$19.50
Change-$0.12 (-0.61%)
VolumeN/A
Net Assets1.72B
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
JHERX vs VVIAX Comparison Chart
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JHERX vs. VVIAX commentary
Jan 23, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JHERX (1.72B). 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 : 17.28 vs. JHERX (5.72). VVIAX return over 5 years is better than : 47.22 vs. JHERX (5.83).
| 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 | 4.000 | 3.967 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 184B | 1% |
| Annual Yield % from dividends | 0.83 | 2.36 | 35% |
| Returns for 1 year | 5.72 | 17.28 | 33% |
| Returns for 3 years | -6.52 | 22.82 | -29% |
| Returns for 5 years | 5.83 | 47.22 | 12% |
| Returns for 10 years | N/A | 110.24 | - |