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JHFEX vs VIVAX
JHFEX vs VIVAX Comparison
Open Charts JHFEX vs VIVAX
JHancock Fundamental Equity Inc I
Price$13.84
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets5.94M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
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 (5.94M). JHFEX pays higher dividends than VIVAX: JHFEX (2.09) vs VIVAX (1.93). 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 : 4.76 vs. JHFEX (1.35).
| 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 | 11.112 | 11.753 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94M | 208B | 0% |
| Annual Yield % from dividends | 2.09 | 1.93 | 108% |
| Returns for 1 year | 1.35 | 4.76 | 28% |
| Returns for 3 years | 36.37 | 29.79 | 122% |
| Returns for 5 years | N/A | 61.14 | - |
| Returns for 10 years | N/A | 127.21 | - |
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