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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$23.37
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets15.59B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
JDVFX vs VIVAX Comparison Chart
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JDVFX vs. VIVAX commentary
Jan 19, 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 JDVFX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JDVFX (15.6B). 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 : 18.19 vs. JDVFX (7.69). VIVAX return over 5 years is better than : 44.18 vs. JDVFX (14.01).
| 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 | 4.005 | 3.194 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 184B | 8% |
| Annual Yield % from dividends | 0.82 | 2.25 | 36% |
| Returns for 1 year | 7.69 | 18.19 | 42% |
| Returns for 3 years | -0.41 | 18.46 | -2% |
| Returns for 5 years | 14.01 | 44.18 | 32% |
| Returns for 10 years | 34.30 | 111.10 | 31% |
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