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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$19.90
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets596.05M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JHERX vs VVIAX Comparison Chart in %
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JHERX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. JHERX (596M). VVIAX pays higher dividends than JHERX: VVIAX (2.18) vs JHERX (0.96). JHERX was incepted earlier than VVIAX: JHERX (10 years) vs VVIAX (25 years). JHERX (1.84) is less costly to investors than VVIAX (0.05). JHERX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). JHERX has a lower initial minimum investment than VVIAX: JHERX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. JHERX (-2.12). VVIAX return over 5 years is better than : 68.54 vs. JHERX (23.97).
| JHERX | VVIAX | JHERX / VVIAX | |
| Total Expense Ratio | 1.83 | 0.05 | 3,660% |
| Annual Report Gross Expense Ratio | 1.84 | 0.05 | 3,680% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 6.710 | 6.517 | 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 | 2.18 | 44% |
| Returns for 1 year | -2.12 | 7.91 | -27% |
| Returns for 3 years | -4.44 | 25.93 | -17% |
| Returns for 5 years | 23.97 | 68.54 | 35% |
| Returns for 10 years | 8.26 | 114.61 | 7% |
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