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JHFEX vs VIVAX
JHFEX vs VIVAX Comparison
Open Charts JHFEX vs VIVAX
JHancock Fundamental Equity Inc I
Price$13.58
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets13.68M
Vanguard Value Index I
Price$70.91
Change-$0.27 (-0.38%)
VolumeN/A
Net Assets195.81B
JHFEX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JHFEX (13.7M). VIVAX pays higher dividends than JHFEX: VIVAX (1.99) vs JHFEX (1.83). JHFEX was incepted earlier than VIVAX: JHFEX (3 years) vs VIVAX (33 years). JHFEX (1.52) is less costly to investors than VIVAX (0.17). JHFEX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JHFEX: VIVAX (3000) vs JHFEX (250000). VIVAX annual gain was more profitable for investors over the last year : 6.81 vs. JHFEX (5.67).
| JHFEX | VIVAX | JHFEX / VIVAX | |
| Total Expense Ratio | 0.83 | 0.17 | 488% |
| Annual Report Gross Expense Ratio | 1.52 | 0.17 | 894% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 9.203 | 7.799 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7M | 196B | 0% |
| Annual Yield % from dividends | 1.83 | 1.99 | 92% |
| Returns for 1 year | 5.67 | 6.81 | 83% |
| Returns for 3 years | 43.35 | 36.08 | 120% |
| Returns for 5 years | N/A | 70.11 | - |
| Returns for 10 years | N/A | 137.40 | - |
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