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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$23.33
Change+$0.24 (+1.04%)
VolumeN/A
Net Assets17.28B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JDVVX vs VIVAX Comparison Chart
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JDVVX vs. VIVAX commentary
Jun 07, 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 JDVVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JDVVX (17.3B). VIVAX pays higher dividends than JDVVX: VIVAX (2.16) vs JDVVX (1.03). JDVVX was incepted earlier than VIVAX: JDVVX (16 years) vs VIVAX (33 years). JDVVX (0.66) is less costly to investors than VIVAX (0.17). JDVVX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). 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 : 6.81 vs. JDVVX (-4.33). VIVAX return over 5 years is better than : 58.70 vs. JDVVX (29.38).
| JDVVX | VIVAX | JDVVX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 2.531 | 1.238 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 189B | 9% |
| Annual Yield % from dividends | 1.03 | 2.16 | 48% |
| Returns for 1 year | -4.33 | 6.81 | -64% |
| Returns for 3 years | 0.77 | 18.51 | 4% |
| Returns for 5 years | 29.38 | 58.70 | 50% |
| Returns for 10 years | 28.55 | 102.90 | 28% |
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