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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$24.25
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets18.03B
Vanguard Value Index I
Price$69.50
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets195.18B
JDVVX vs VIVAX Comparison Chart in %
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JDVVX vs. VIVAX commentary
Jul 09, 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: 195B vs. JDVVX (18B). VIVAX pays higher dividends than JDVVX: VIVAX (2.06) vs JDVVX (0.99). 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: 63.00 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 : 11.08 vs. JDVVX (0.03). VIVAX return over 5 years is better than : 81.63 vs. JDVVX (48.71).
| 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 | 7.860 | 5.331 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 195B | 9% |
| Annual Yield % from dividends | 0.99 | 2.06 | 48% |
| Returns for 1 year | 0.03 | 11.08 | 0% |
| Returns for 3 years | 16.84 | 34.22 | 49% |
| Returns for 5 years | 48.71 | 81.63 | 60% |
| Returns for 10 years | 36.73 | 113.04 | 32% |
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