Ad is loading...
JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$21.90
Change+$0.39 (+1.81%)
VolumeN/A
Net Assets16.17B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
JDVFX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVFX vs. VIVAX commentary
Apr 25, 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: 191B vs. JDVFX (16.2B). VIVAX pays higher dividends than JDVFX: VIVAX (2.14) vs JDVFX (0.86). 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: 48.00 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 : 3.39 vs. JDVFX (-9.74). VIVAX return over 5 years is better than : 69.89 vs. JDVFX (38.46).
| 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 | -4.272 | -3.426 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 191B | 8% |
| Annual Yield % from dividends | 0.86 | 2.14 | 40% |
| Returns for 1 year | -9.74 | 3.39 | -287% |
| Returns for 3 years | -4.08 | 12.71 | -32% |
| Returns for 5 years | 38.46 | 69.89 | 55% |
| Returns for 10 years | 18.65 | 92.45 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...