JIREX vs. VEIPX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Performance
JIREX vs. VEIPX - Performance Comparison
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JIREX vs. VEIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
VEIPX Vanguard Equity Income Fund Investor Shares | 1.48% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
Returns By Period
In the year-to-date period, JIREX achieves a 3.94% return, which is significantly higher than VEIPX's 1.48% return. Over the past 10 years, JIREX has underperformed VEIPX with an annualized return of 4.86%, while VEIPX has yielded a comparatively higher 11.24% annualized return.
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
VEIPX
- 1D
- 1.64%
- 1M
- -4.28%
- YTD
- 1.48%
- 6M
- 4.75%
- 1Y
- 15.97%
- 3Y*
- 14.51%
- 5Y*
- 10.69%
- 10Y*
- 11.24%
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JIREX vs. VEIPX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Return for Risk
JIREX vs. VEIPX — Risk / Return Rank
JIREX
VEIPX
JIREX vs. VEIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Real Estate Securities Fund (JIREX) and Vanguard Equity Income Fund Investor Shares (VEIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JIREX | VEIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 1.05 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.53 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.53 | -1.41 |
Martin ratioReturn relative to average drawdown | 0.41 | 6.72 | -6.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JIREX | VEIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 1.05 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.77 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.69 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.64 | -0.42 |
Correlation
The correlation between JIREX and VEIPX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JIREX vs. VEIPX - Dividend Comparison
JIREX has not paid dividends to shareholders, while VEIPX's dividend yield for the trailing twelve months is around 10.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
VEIPX Vanguard Equity Income Fund Investor Shares | 10.84% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Drawdowns
JIREX vs. VEIPX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, which is greater than VEIPX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for JIREX and VEIPX.
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Drawdown Indicators
| JIREX | VEIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -54.12% | -19.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -10.97% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -15.16% | -19.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | -35.26% | -5.97% |
Current DrawdownCurrent decline from peak | -8.29% | -5.33% | -2.96% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -5.52% | -9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.49% | +2.46% |
Volatility
JIREX vs. VEIPX - Volatility Comparison
JHancock Real Estate Securities Fund (JIREX) has a higher volatility of 4.16% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 3.68%. This indicates that JIREX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIREX | VEIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 3.68% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 7.86% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 15.05% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 13.92% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 16.30% | +4.72% |