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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$26.19
Change-$0.21 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JDVVX vs VIVAX Comparison Chart
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JDVVX vs. VIVAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVVX (15.6B). VIVAX pays higher dividends than JDVVX: VIVAX (2.25) vs JDVVX (0.97). JDVVX was incepted earlier than VIVAX: JDVVX (16 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 : 16.42 vs. JDVVX (12.62). VIVAX return over 5 years is better than : 44.64 vs. JDVVX (29.58).
| JDVVX | VIVAX | JDVVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 17.814 | 16.008 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 195B | 8% |
| Annual Yield % from dividends | 0.97 | 2.25 | 43% |
| Returns for 1 year | 12.62 | 16.42 | 77% |
| Returns for 3 years | 16.49 | 20.48 | 80% |
| Returns for 5 years | 29.58 | 44.64 | 66% |
| Returns for 10 years | 45.88 | 104.82 | 44% |
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