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JDVPX vs VIVAX
JDVPX vs VIVAX Comparison
Open Charts JDVPX vs VIVAX
JHancock Disciplined Value R2
Price$21.40
Change+$1.44 (+7.21%)
VolumeN/A
Net Assets14.94B
Vanguard Value Index I
Price$63.95
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
JDVPX vs VIVAX Comparison Chart
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JDVPX vs. VIVAX commentary
Apr 11, 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 JDVPX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JDVPX (14.9B). VIVAX pays higher dividends than JDVPX: VIVAX (2.14) vs JDVPX (0.62). JDVPX was incepted earlier than VIVAX: JDVPX (13 years) vs VIVAX (32 years). JDVPX (1.11) is less costly to investors than VIVAX (0.17). JDVPX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (10.00). JDVPX has a lower initial minimum investment than VIVAX: JDVPX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : -4.28 vs. JDVPX (-18.09). VIVAX return over 5 years is better than : 58.34 vs. JDVPX (27.02).
| JDVPX | VIVAX | JDVPX / VIVAX | |
| Total Expense Ratio | 1.10 | 0.17 | 647% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -10.972 | -9.134 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 191B | 8% |
| Annual Yield % from dividends | 0.62 | 2.14 | 29% |
| Returns for 1 year | -18.09 | -4.28 | 422% |
| Returns for 3 years | -14.12 | 3.07 | -460% |
| Returns for 5 years | 27.02 | 58.34 | 46% |
| Returns for 10 years | 8.81 | 81.51 | 11% |
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