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JIEMX vs VVIAX
JIEMX vs VVIAX Comparison
Open Charts JIEMX vs VVIAX
JHancock Equity Income 1
Price$16.98
Change-$0.24 (-1.39%)
VolumeN/A
Net Assets469.92M
Vanguard Value Index Adm
Price$59.99
Change-$0.77 (-1.27%)
VolumeN/A
Net Assets190.51B
JIEMX vs VVIAX Comparison Chart
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JIEMX vs. VVIAX commentary
Apr 09, 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 JIEMX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JIEMX (470M). VVIAX pays higher dividends than JIEMX: VVIAX (2.26) vs JIEMX (1.85). JIEMX was incepted earlier than VVIAX: JIEMX (19 years) vs VVIAX (24 years). JIEMX (0.78) is less costly to investors than VVIAX (0.05). JIEMX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (10.00). JIEMX has a lower initial minimum investment than VVIAX: JIEMX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -2.91 vs. JIEMX (-11.35). VVIAX return over 5 years is better than : 60.38 vs. JIEMX (33.72).
| JIEMX | VVIAX | JIEMX / VVIAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -6.395 | -7.970 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 191B | 0% |
| Annual Yield % from dividends | 1.85 | 2.26 | 82% |
| Returns for 1 year | -11.35 | -2.91 | 390% |
| Returns for 3 years | -15.68 | 4.39 | -357% |
| Returns for 5 years | 33.72 | 60.38 | 56% |
| Returns for 10 years | 5.90 | 83.85 | 7% |
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