Interact to see
Advertisement
Advertisement
JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.90
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
JHERX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHERX vs. VIVAX commentary
Aug 17, 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: 196B vs. JHERX (596M). VIVAX pays higher dividends than JHERX: VIVAX (2.06) vs JHERX (0.96). 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 : 7.90 vs. JHERX (-2.12). VIVAX return over 5 years is better than : 68.56 vs. JHERX (23.97).
| 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 | 6.710 | 6.512 | 103% |
| Front Load | N/A | 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 | 0.96 | 2.06 | 47% |
| Returns for 1 year | -2.12 | 7.90 | -27% |
| Returns for 3 years | -4.44 | 25.93 | -17% |
| Returns for 5 years | 23.97 | 68.56 | 35% |
| Returns for 10 years | 8.26 | 114.64 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement