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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$21.69
Change-$1.02 (-4.49%)
VolumeN/A
Net Assets16.86B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JDVFX vs VIVAX Comparison Chart
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JDVFX vs. VIVAX commentary
Apr 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVFX (16.9B). VIVAX pays higher dividends than JDVFX: VIVAX (2.14) vs JDVFX (0.86). JDVFX was incepted earlier than VIVAX: JDVFX (16 years) vs VIVAX (32 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 : 7.66 vs. JDVFX (-7.37). VIVAX return over 5 years is better than : 101.66 vs. JDVFX (65.86).
| 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 | 32 years | - |
| Gain YTD | 1.068 | 2.419 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 195B | 9% |
| Annual Yield % from dividends | 0.86 | 2.14 | 40% |
| Returns for 1 year | -7.37 | 7.66 | -96% |
| Returns for 3 years | -2.08 | 17.34 | -12% |
| Returns for 5 years | 65.86 | 101.66 | 65% |
| Returns for 10 years | 26.52 | 106.90 | 25% |
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