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JHERX vs VIVAX
JHERX vs VIVAX Comparison
Open Charts JHERX vs VIVAX
JHancock Equity Income C
Price$20.13
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets600.32M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JHERX vs VIVAX Comparison Chart in %
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JHERX vs. VIVAX commentary
Sep 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: 203B vs. JHERX (600M). VIVAX pays higher dividends than JHERX: VIVAX (1.99) vs JHERX (0.92). 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 : 7.74 vs. JHERX (-2.57). VIVAX return over 5 years is better than : 70.18 vs. JHERX (26.55).
| 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 | 7.407 | 7.845 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 203B | 0% |
| Annual Yield % from dividends | 0.92 | 1.99 | 46% |
| Returns for 1 year | -2.57 | 7.74 | -33% |
| Returns for 3 years | 3.26 | 36.63 | 9% |
| Returns for 5 years | 26.55 | 70.18 | 38% |
| Returns for 10 years | 16.55 | 131.64 | 13% |
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