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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$21.75
Change-$1.03 (-4.52%)
VolumeN/A
Net Assets16.86B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JDVVX vs VIVAX Comparison Chart
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JDVVX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVVX (16.9B). VIVAX pays higher dividends than JDVVX: VIVAX (2.14) vs JDVVX (1.05). JDVVX was incepted earlier than VIVAX: JDVVX (16 years) vs VIVAX (32 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 (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 : 7.66 vs. JDVVX (-7.14). VIVAX return over 5 years is better than : 101.66 vs. JDVVX (67.04).
| 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 | 32 years | - |
| Gain YTD | 1.155 | 2.419 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 195B | 9% |
| Annual Yield % from dividends | 1.05 | 2.14 | 49% |
| Returns for 1 year | -7.14 | 7.66 | -93% |
| Returns for 3 years | -1.63 | 17.34 | -9% |
| Returns for 5 years | 67.04 | 101.66 | 66% |
| Returns for 10 years | 28.16 | 106.90 | 26% |
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