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JHERX vs VIVIX
JHERX vs VIVIX Comparison
Open Charts JHERX vs VIVIX
JHancock Equity Income C
Price$20.13
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets600.32M
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JHERX vs VIVIX Comparison Chart in %
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JHERX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. JHERX (600M). VIVIX pays higher dividends than JHERX: VIVIX (2.11) vs JHERX (0.92). JHERX was incepted earlier than VIVIX: JHERX (10 years) vs VIVIX (27 years). JHERX (1.84) is less costly to investors than VIVIX (0.04). JHERX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). JHERX has a lower initial minimum investment than VIVIX: JHERX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. JHERX (-2.57). VIVIX return over 5 years is better than : 70.16 vs. JHERX (26.55).
| JHERX | VIVIX | JHERX / VIVIX | |
| Total Expense Ratio | 1.83 | 0.04 | 4,575% |
| Annual Report Gross Expense Ratio | 1.84 | 0.04 | 4,600% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 7.407 | 7.866 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 203B | 0% |
| Annual Yield % from dividends | 0.92 | 2.11 | 44% |
| Returns for 1 year | -2.57 | 7.74 | -33% |
| Returns for 3 years | 3.26 | 36.61 | 9% |
| Returns for 5 years | 26.55 | 70.16 | 38% |
| Returns for 10 years | 16.55 | 131.61 | 13% |
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