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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$19.81
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets596.05M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JHEIX vs VIVAX Comparison Chart in %
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JHEIX vs. VIVAX commentary
Aug 18, 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 JHEIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JHEIX (596M). VIVAX pays higher dividends than JHEIX: VIVAX (2.06) vs JHEIX (1.62). JHEIX was incepted earlier than VIVAX: JHEIX (10 years) vs VIVAX (33 years). JHEIX (1.14) is less costly to investors than VIVAX (0.17). JHEIX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JHEIX has a lower initial minimum investment than VIVAX: JHEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. JHEIX (-1.49). VIVAX return over 5 years is better than : 68.56 vs. JHEIX (26.86).
| JHEIX | VIVAX | JHEIX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 7.166 | 6.512 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 196B | 0% |
| Annual Yield % from dividends | 1.62 | 2.06 | 79% |
| Returns for 1 year | -1.49 | 7.90 | -19% |
| Returns for 3 years | -2.87 | 25.93 | -11% |
| Returns for 5 years | 26.86 | 68.56 | 39% |
| Returns for 10 years | 12.30 | 114.64 | 11% |
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