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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$23.25
Change+$0.24 (+1.04%)
VolumeN/A
Net Assets17.28B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JDVFX vs VIVAX Comparison Chart
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JDVFX vs. VIVAX commentary
Jun 07, 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: 189B vs. JDVFX (17.3B). VIVAX pays higher dividends than JDVFX: VIVAX (2.16) vs JDVFX (0.85). 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 (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 (-4.56). VIVAX return over 5 years is better than : 58.70 vs. JDVFX (28.44).
| 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 | 2.403 | 1.238 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 189B | 9% |
| Annual Yield % from dividends | 0.85 | 2.16 | 39% |
| Returns for 1 year | -4.56 | 6.81 | -67% |
| Returns for 3 years | 0.32 | 18.51 | 2% |
| Returns for 5 years | 28.44 | 58.70 | 48% |
| Returns for 10 years | 26.93 | 102.90 | 26% |
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