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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$25.40
Change-$0.68 (-2.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JDVFX vs VIVAX Comparison Chart
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JDVFX vs. VIVAX commentary
Dec 19, 2024
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 JDVFX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVFX (15.5B). VIVAX pays higher dividends than JDVFX: VIVAX (2.25) vs JDVFX (0.82). JDVFX was incepted earlier than VIVAX: JDVFX (16 years) vs VIVAX (32 years). JDVFX is a more actively managed with annual turnover of: 43.00 vs. VIVAX (10.00). JDVFX has a lower initial minimum investment than VIVAX: JDVFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. JDVFX (12.34). VIVAX return over 5 years is better than : 44.64 vs. JDVFX (28.70).
| JDVFX | VIVAX | JDVFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 17.583 | 16.008 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 195B | 8% |
| Annual Yield % from dividends | 0.82 | 2.25 | 36% |
| Returns for 1 year | 12.34 | 16.42 | 75% |
| Returns for 3 years | 16.00 | 20.48 | 78% |
| Returns for 5 years | 28.70 | 44.64 | 64% |
| Returns for 10 years | 43.97 | 104.82 | 42% |
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