Correlation
The correlation between JIREX and VEIPX is 0.67, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIREX or VEIPX.
Performance
JIREX vs. VEIPX - Performance Comparison
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Key characteristics
JIREX:
0.71
VEIPX:
0.74
JIREX:
1.08
VEIPX:
1.06
JIREX:
1.15
VEIPX:
1.15
JIREX:
0.58
VEIPX:
0.81
JIREX:
1.97
VEIPX:
3.23
JIREX:
6.83%
VEIPX:
3.35%
JIREX:
18.28%
VEIPX:
15.69%
JIREX:
-73.35%
VEIPX:
-54.12%
JIREX:
-12.20%
VEIPX:
-2.74%
Returns By Period
In the year-to-date period, JIREX achieves a -1.62% return, which is significantly lower than VEIPX's 3.13% return. Over the past 10 years, JIREX has underperformed VEIPX with an annualized return of 6.14%, while VEIPX has yielded a comparatively higher 10.00% annualized return.
JIREX
-1.62%
1.85%
-9.08%
10.90%
1.58%
7.84%
6.14%
VEIPX
3.13%
3.60%
-1.92%
9.91%
8.01%
13.43%
10.00%
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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.
Risk-Adjusted Performance
JIREX vs. VEIPX — Risk-Adjusted Performance Rank
JIREX
VEIPX
JIREX vs. VEIPX - Risk-Adjusted Performance 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.
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Dividends
JIREX vs. VEIPX - Dividend Comparison
JIREX's dividend yield for the trailing twelve months is around 2.02%, less than VEIPX's 9.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 2.02% | 1.99% | 2.37% | 13.79% | 11.82% | 1.92% | 8.80% | 4.66% | 7.27% | 12.69% | 12.72% | 9.43% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.60% | 9.74% | 7.87% | 8.69% | 7.62% | 2.78% | 4.36% | 10.87% | 3.66% | 3.78% | 6.39% | 5.94% |
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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Volatility
JIREX vs. VEIPX - Volatility Comparison
JHancock Real Estate Securities Fund (JIREX) has a higher volatility of 4.84% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 4.24%. 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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