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JCVSX vs VVIAX
JCVSX vs VVIAX Comparison
Open Charts JCVSX vs VVIAX
JHancock Classic Value R2
Price$22.85
Change-$1.34 (-5.54%)
VolumeN/A
Net Assets695.56M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JCVSX vs VVIAX Comparison Chart
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JCVSX vs. VVIAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JCVSX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JCVSX (696M). JCVSX pays higher dividends than VVIAX: JCVSX (2.47) vs VVIAX (2.26). JCVSX was incepted earlier than VVIAX: JCVSX (13 years) vs VVIAX (24 years). JCVSX (1.28) is less costly to investors than VVIAX (0.05). JCVSX is a more actively managed with annual turnover of: 29.00 vs. VVIAX (10.00). JCVSX has a lower initial minimum investment than VVIAX: JCVSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.67 vs. JCVSX (-31.70). VVIAX return over 5 years is better than : 101.69 vs. JCVSX (42.89).
| JCVSX | VVIAX | JCVSX / VVIAX | |
| Total Expense Ratio | 1.27 | 0.05 | 2,540% |
| Annual Report Gross Expense Ratio | 1.28 | 0.05 | 2,560% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 2.892 | 2.421 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 195B | 0% |
| Annual Yield % from dividends | 2.47 | 2.26 | 109% |
| Returns for 1 year | -31.70 | 7.67 | -413% |
| Returns for 3 years | -38.70 | 17.36 | -223% |
| Returns for 5 years | 42.89 | 101.69 | 42% |
| Returns for 10 years | 0.74 | 106.86 | 1% |