Ad is loading...
JDVVX vs VIVIX
JDVVX vs VIVIX Comparison
Open Charts JDVVX vs VIVIX
JHancock Disciplined Value R5
Price$21.75
Change-$1.03 (-4.52%)
VolumeN/A
Net Assets16.86B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
JDVVX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVVX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JDVVX (16.9B). VIVIX pays higher dividends than JDVVX: VIVIX (2.27) vs JDVVX (1.05). JDVVX was incepted earlier than VIVIX: JDVVX (16 years) vs VIVIX (27 years). JDVVX (0.66) is less costly to investors than VIVIX (0.04). JDVVX is a more actively managed with annual turnover of: 48.00 vs. VIVIX (10.00). JDVVX has a lower initial minimum investment than VIVIX: JDVVX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. JDVVX (-7.14). VIVIX return over 5 years is better than : 101.66 vs. JDVVX (67.04).
| JDVVX | VIVIX | JDVVX / VIVIX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 1.155 | 2.421 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 195B | 9% |
| Annual Yield % from dividends | 1.05 | 2.27 | 46% |
| 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 | 106.83 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CXH | 7.98 | 0.04 | +0.55% |
| MFS Investment Grade Municipal Trust | |||
| AVSF | 46.78 | 0.16 | +0.35% |
| Avantis Short-Term Fixed Income ETF | |||
| UCON | 24.82 | 0.07 | +0.28% |
| First Trust TCW Unconstrained Pls Bd ETF | |||
| DUBS | 29.71 | -1.50 | -4.80% |
| Aptus Large Cap Enhanced Yield ETF | |||
| MSOX | 3.20 | -0.57 | -15.12% |
| AdvisorShares MSOS Daily Leveraged ETF | |||