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JHFEX vs VIVAX
JHFEX vs VIVAX Comparison
Open Charts JHFEX vs VIVAX
JHancock Fundamental Equity Inc I
Price$13.79
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets5.89M
Vanguard Value Index I
Price$73.91
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
JHFEX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JHFEX (5.89M). JHFEX pays higher dividends than VIVAX: JHFEX (2.13) vs VIVAX (1.98). JHFEX was incepted earlier than VIVAX: JHFEX (3 years) vs VIVAX (33 years). JHFEX (1.52) is less costly to investors than VIVAX (0.17). JHFEX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JHFEX: VIVAX (3000) vs JHFEX (250000). VIVAX annual gain was more profitable for investors over the last year : 6.68 vs. JHFEX (3.06).
| JHFEX | VIVAX | JHFEX / VIVAX | |
| Total Expense Ratio | 0.83 | 0.17 | 488% |
| Annual Report Gross Expense Ratio | 1.52 | 0.17 | 894% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 11.598 | 11.965 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.89M | 208B | 0% |
| Annual Yield % from dividends | 2.13 | 1.98 | 108% |
| Returns for 1 year | 3.06 | 6.68 | 46% |
| Returns for 3 years | 38.92 | 33.49 | 116% |
| Returns for 5 years | N/A | 66.34 | - |
| Returns for 10 years | N/A | 135.00 | - |
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