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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.85
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets323.89M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JHERX vs VIVAX Comparison Chart in %
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JHERX vs. VIVAX commentary
Jul 07, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JHERX (324M). VIVAX pays higher dividends than JHERX: VIVAX (2.06) vs JHERX (0.95). JHERX was incepted earlier than VIVAX: JHERX (10 years) vs VIVAX (33 years). JHERX (1.84) is less costly to investors than VIVAX (0.17). JHERX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JHERX has a lower initial minimum investment than VIVAX: JHERX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JHERX (0.32). VIVAX return over 5 years is better than : 80.14 vs. JHERX (33.53).
| JHERX | VIVAX | JHERX / VIVAX | |
| Total Expense Ratio | 1.83 | 0.17 | 1,076% |
| Annual Report Gross Expense Ratio | 1.84 | 0.17 | 1,082% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 6.442 | 6.209 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.06 | 46% |
| Returns for 1 year | 0.32 | 12.04 | 3% |
| Returns for 3 years | 3.58 | 35.16 | 10% |
| Returns for 5 years | 33.53 | 80.14 | 42% |
| Returns for 10 years | 6.84 | 115.74 | 6% |
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