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JHFEX vs VIVAX
JHFEX vs VIVAX Comparison
Open Charts JHFEX vs VIVAX
JHancock Fundamental Equity Inc I
Price$10.93
Change-$2.67 (-19.63%)
VolumeN/A
Net Assets6.28M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
JHFEX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. JHFEX (6.28M). JHFEX pays higher dividends than VIVAX: JHFEX (2.28) vs VIVAX (1.84). JHFEX was incepted earlier than VIVAX: JHFEX (4 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 : 15.07 vs. JHFEX (-13.17).
| JHFEX | VIVAX | JHFEX / VIVAX | |
| Total Expense Ratio | 0.83 | 0.17 | 488% |
| Annual Report Gross Expense Ratio | 1.52 | 0.17 | 894% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 0.923 | 5.998 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28M | 218B | 0% |
| Annual Yield % from dividends | 2.28 | 1.84 | 124% |
| Returns for 1 year | -13.17 | 15.07 | -87% |
| Returns for 3 years | 5.10 | 41.03 | 12% |
| Returns for 5 years | N/A | 66.25 | - |
| Returns for 10 years | N/A | 167.20 | - |
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