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JDVWX vs VIVAX
JDVWX vs VIVAX Comparison
Open Charts JDVWX vs VIVAX
JHancock Disciplined Value R6
Price$23.84
Change+$0.23 (+0.97%)
VolumeN/A
Net Assets15.7B
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
JDVWX vs VIVAX Comparison Chart
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JDVWX vs. VIVAX commentary
Jan 31, 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 JDVWX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JDVWX (15.7B). VIVAX pays higher dividends than JDVWX: VIVAX (2.25) vs JDVWX (1.02). JDVWX was incepted earlier than VIVAX: JDVWX (13 years) vs VIVAX (32 years). JDVWX is a more actively managed with annual turnover of: 43.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JDVWX: VIVAX (3000) vs JDVWX (1000000). VIVAX annual gain was more profitable for investors over the last year : 16.70 vs. JDVWX (6.19). VIVAX return over 5 years is better than : 50.84 vs. JDVWX (22.36).
| JDVWX | VIVAX | JDVWX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 4.840 | 3.906 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 184B | 9% |
| Annual Yield % from dividends | 1.02 | 2.25 | 45% |
| Returns for 1 year | 6.19 | 16.70 | 37% |
| Returns for 3 years | 2.74 | 21.04 | 13% |
| Returns for 5 years | 22.36 | 50.84 | 44% |
| Returns for 10 years | 38.38 | 114.28 | 34% |
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