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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$24.78
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets18.42B
Vanguard Value Index I
Price$70.91
Change-$0.27 (-0.38%)
VolumeN/A
Net Assets195.81B
JDVFX vs VIVAX Comparison Chart in %
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JDVFX vs. VIVAX commentary
Sep 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 JDVFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JDVFX (18.4B). VIVAX pays higher dividends than JDVFX: VIVAX (1.99) vs JDVFX (0.79). 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 : 6.81 vs. JDVFX (-0.53). VIVAX return over 5 years is better than : 70.11 vs. JDVFX (40.01).
| 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 | 10.592 | 7.799 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 196B | 9% |
| Annual Yield % from dividends | 0.79 | 1.99 | 39% |
| Returns for 1 year | -0.53 | 6.81 | -8% |
| Returns for 3 years | 17.61 | 36.08 | 49% |
| Returns for 5 years | 40.01 | 70.11 | 57% |
| Returns for 10 years | 50.14 | 137.40 | 36% |
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