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JHERX vs VVIAX
JHERX vs VVIAX Comparison
Open Charts JHERX vs VVIAX
JHancock Equity Income C
Price$20.26
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets600.35M
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
JHERX vs VVIAX Comparison Chart in %
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JHERX vs. VVIAX commentary
Sep 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. JHERX (600M). VVIAX pays higher dividends than JHERX: VVIAX (2.10) vs JHERX (0.92). JHERX was incepted earlier than VVIAX: JHERX (11 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 : 7.68 vs. JHERX (-3.27). VVIAX return over 5 years is better than : 81.82 vs. JHERX (35.14).
| 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 | 11 years | 25 years | - |
| Gain YTD | 8.641 | 10.243 | 84% |
| 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 | 2.10 | 44% |
| Returns for 1 year | -3.27 | 7.68 | -43% |
| Returns for 3 years | 13.54 | 50.25 | 27% |
| Returns for 5 years | 35.14 | 81.82 | 43% |
| Returns for 10 years | 24.43 | 147.68 | 17% |
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