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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$24.61
Change-$0.38 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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JDVVX vs VIVAX Comparison Chart
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JDVVX vs. VIVAX commentary
Sep 08, 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 JDVVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JDVVX (14.8B). VIVAX pays higher dividends than JDVVX: VIVAX (2.25) vs JDVVX (0.97). JDVVX was incepted earlier than VIVAX: JDVVX (15 years) vs VIVAX (32 years). JDVVX is a more actively managed with annual turnover of: 43.00 vs. VIVAX (10.00). JDVVX has a lower initial minimum investment than VIVAX: JDVVX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 19.29 vs. JDVVX (12.79). VIVAX return over 5 years is better than : 53.52 vs. JDVVX (27.95).
| JDVVX | VIVAX | JDVVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 12.416 | 13.482 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 183B | 8% |
| Annual Yield % from dividends | 0.97 | 2.25 | 43% |
| Returns for 1 year | 12.79 | 19.29 | 66% |
| Returns for 3 years | -0.49 | 19.67 | -2% |
| Returns for 5 years | 27.95 | 53.52 | 52% |
| Returns for 10 years | 38.18 | 107.49 | 36% |
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