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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.27
Change-$0.20 (-1.03%)
VolumeN/A
Net Assets316.57M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JHERX vs VIVAX Comparison Chart
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JHERX vs. VIVAX commentary
Jun 16, 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 (317M). VIVAX pays higher dividends than JHERX: VIVAX (2.16) vs JHERX (0.84). 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 : 8.01 vs. JHERX (-2.57). VIVAX return over 5 years is better than : 72.56 vs. JHERX (28.15).
| 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 | 2.957 | 2.419 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 189B | 0% |
| Annual Yield % from dividends | 0.84 | 2.16 | 39% |
| Returns for 1 year | -2.57 | 8.01 | -32% |
| Returns for 3 years | 2.12 | 32.20 | 7% |
| Returns for 5 years | 28.15 | 72.56 | 39% |
| Returns for 10 years | 0.98 | 103.54 | 1% |
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