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JDVFX vs VVIAX
JDVFX vs VVIAX Comparison
Open Charts JDVFX vs VVIAX
JHancock Disciplined Value R4
Price$25.55
Change-$0.09 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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JDVFX vs VVIAX Comparison Chart
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JDVFX vs. VVIAX commentary
Sep 21, 2024
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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. JDVFX (15.5B). VVIAX pays higher dividends than JDVFX: VVIAX (2.36) vs JDVFX (0.82). JDVFX was incepted earlier than VVIAX: JDVFX (15 years) vs VVIAX (24 years). JDVFX is a more actively managed with annual turnover of: 43.00 vs. VVIAX (10.00). JDVFX has a lower initial minimum investment than VVIAX: JDVFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. JDVFX (17.26). VVIAX return over 5 years is better than : 55.46 vs. JDVFX (27.40).
| JDVFX | VVIAX | JDVFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 15.194 | 16.303 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 183B | 8% |
| Annual Yield % from dividends | 0.82 | 2.36 | 35% |
| Returns for 1 year | 17.26 | 24.02 | 72% |
| Returns for 3 years | 6.14 | 28.29 | 22% |
| Returns for 5 years | 27.40 | 55.46 | 49% |
| Returns for 10 years | 41.44 | 114.04 | 36% |