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JHEIX vs VIVAX
JHEIX vs VIVAX Comparison
Open Charts JHEIX vs VIVAX
JHancock Equity Income A
Price$20.57
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets583.88M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JHEIX vs VIVAX Comparison Chart in %
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JHEIX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JHEIX (584M). VIVAX pays higher dividends than JHEIX: VIVAX (1.93) vs JHEIX (1.27). JHEIX was incepted earlier than VIVAX: JHEIX (11 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 : 4.76 vs. JHEIX (-5.37). VIVAX return over 5 years is better than : 61.14 vs. JHEIX (15.84).
| JHEIX | VIVAX | JHEIX / VIVAX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 10.227 | 11.753 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 208B | 0% |
| Annual Yield % from dividends | 1.27 | 1.93 | 66% |
| Returns for 1 year | -5.37 | 4.76 | -113% |
| Returns for 3 years | 0.71 | 29.79 | 2% |
| Returns for 5 years | 15.84 | 61.14 | 26% |
| Returns for 10 years | 18.60 | 127.21 | 15% |
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