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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$19.87
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets319.1M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JHERX vs VIVAX Comparison Chart in %
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JHERX vs. VIVAX commentary
Jul 27, 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: 195B vs. JHERX (319M). 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 : 9.76 vs. JHERX (-1.26). VIVAX return over 5 years is better than : 74.87 vs. JHERX (29.35).
| 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 | 6.549 | 6.724 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 195B | 0% |
| Annual Yield % from dividends | 0.95 | 2.06 | 46% |
| Returns for 1 year | -1.26 | 9.76 | -13% |
| Returns for 3 years | 2.33 | 34.31 | 7% |
| Returns for 5 years | 29.35 | 74.87 | 39% |
| Returns for 10 years | 8.54 | 116.32 | 7% |
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