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JDVPX vs VVIAX
JDVPX vs VVIAX Comparison
Open Charts JDVPX vs VVIAX
JHancock Disciplined Value R2
Price$21.40
Change+$1.44 (+7.21%)
VolumeN/A
Net Assets14.94B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
JDVPX vs VVIAX Comparison Chart
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JDVPX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JDVPX (14.9B). VVIAX pays higher dividends than JDVPX: VVIAX (2.26) vs JDVPX (0.62). JDVPX was incepted earlier than VVIAX: JDVPX (13 years) vs VVIAX (24 years). JDVPX (1.11) is less costly to investors than VVIAX (0.05). JDVPX is a more actively managed with annual turnover of: 48.00 vs. VVIAX (10.00). JDVPX has a lower initial minimum investment than VVIAX: JDVPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -4.28 vs. JDVPX (-18.09). VVIAX return over 5 years is better than : 58.34 vs. JDVPX (27.02).
| JDVPX | VVIAX | JDVPX / VVIAX | |
| Total Expense Ratio | 1.10 | 0.05 | 2,200% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -10.972 | -9.136 | 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 | 2.26 | 27% |
| Returns for 1 year | -18.09 | -4.28 | 423% |
| Returns for 3 years | -14.12 | 3.06 | -461% |
| Returns for 5 years | 27.02 | 58.34 | 46% |
| Returns for 10 years | 8.81 | 81.52 | 11% |
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