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Compare · HEQ vs MORN

HEQ vs MORN

Side-by-side comparison of John Hancock Diversified Income Fund (HEQ) and Morningstar Inc. (MORN): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both HEQ and MORN operate in Investment Managers (Finance), so they compete in similar markets.
  • MORN is the larger of the two at $6.79B, about 43.6x HEQ ($155.7M).
  • Over the past year, HEQ is up 13.6% and MORN is down 36.8% - HEQ leads by 50.4 points.
  • MORN has been more active in the news (6 items in the past 4 weeks vs 2 for HEQ).
  • MORN has more recent analyst coverage (6 ratings vs 0 for HEQ).
PerformanceHEQ+13.60%MORN-36.76%
2025-04-28+0.00%2026-04-24
MetricHEQMORN
Company
John Hancock Diversified Income Fund
Morningstar Inc.
Price
$11.53-1.20%
$176.16-0.79%
Market cap
$155.7M
$6.79B
1M return
+7.56%
+10.89%
1Y return
+13.60%
-36.76%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NASDAQ
IPO
2011
2005
News (4w)
2
6
Recent ratings
0
6
HEQ

John Hancock Diversified Income Fund

John Hancock Hedged Equity & Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through derivatives such as call options and equity futures. John Hancock Hedged Equity & Income Fund was formed on May 26, 2011 and is domiciled in the United States.

MORN

Morningstar Inc.

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

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