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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$24.22
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets17.82B
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
JDVFX vs VIVAX Comparison Chart in %
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JDVFX vs. VIVAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVFX (17.8B). VIVAX pays higher dividends than JDVFX: VIVAX (2.06) vs JDVFX (0.82). JDVFX was incepted earlier than VIVAX: JDVFX (16 years) vs VIVAX (33 years). JDVFX (0.96) is less costly to investors than VIVAX (0.17). JDVFX is a more actively managed with annual turnover of: 63.00 vs. VIVAX (9.00). 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 : 5.69 vs. JDVFX (-4.04). VIVAX return over 5 years is better than : 71.01 vs. JDVFX (39.72).
| JDVFX | VIVAX | JDVFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 7.032 | 4.573 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 195B | 9% |
| Annual Yield % from dividends | 0.82 | 2.06 | 40% |
| Returns for 1 year | -4.04 | 5.69 | -71% |
| Returns for 3 years | 17.09 | 35.05 | 49% |
| Returns for 5 years | 39.72 | 71.01 | 56% |
| Returns for 10 years | 31.97 | 108.32 | 30% |
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