Ad is loading...
JDVPX vs VIVAX
JDVPX vs VIVAX Comparison
Open Charts JDVPX vs VIVAX
JHancock Disciplined Value R2
Price$22.88
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets17.19B
Vanguard Value Index I
Price$66.61
Change-$0.31 (-0.46%)
VolumeN/A
Net Assets183.65B
JDVPX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVPX vs. VIVAX commentary
May 14, 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: 184B vs. JDVPX (17.2B). VIVAX pays higher dividends than JDVPX: VIVAX (2.22) vs JDVPX (0.63). JDVPX was incepted earlier than VIVAX: JDVPX (13 years) vs VIVAX (33 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 (9.00). 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 : 6.45 vs. JDVPX (-5.69). VIVAX return over 5 years is better than : 82.18 vs. JDVPX (47.69).
| 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 | 33 years | - |
| Gain YTD | 1.829 | 1.328 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 184B | 9% |
| Annual Yield % from dividends | 0.63 | 2.22 | 28% |
| Returns for 1 year | -5.69 | 6.45 | -88% |
| Returns for 3 years | 4.01 | 22.66 | 18% |
| Returns for 5 years | 47.69 | 82.18 | 58% |
| Returns for 10 years | 22.92 | 99.28 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers