Ad is loading...
JDVWX vs VIVAX
JDVWX vs VIVAX Comparison
Open Charts JDVWX vs VIVAX
JHancock Disciplined Value R6
Price$21.26
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets15.88B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
JDVWX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVWX vs. VIVAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JDVWX (15.9B). VIVAX pays higher dividends than JDVWX: VIVAX (2.14) vs JDVWX (1.10). JDVWX was incepted earlier than VIVAX: JDVWX (14 years) vs VIVAX (32 years). JDVWX (0.61) is less costly to investors than VIVAX (0.17). JDVWX is a more actively managed with annual turnover of: 48.00 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 : 4.48 vs. JDVWX (-9.33). VIVAX return over 5 years is better than : 64.54 vs. JDVWX (36.13).
| JDVWX | VIVAX | JDVWX / VIVAX | |
| Total Expense Ratio | 0.61 | 0.17 | 359% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -5.906 | -4.652 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 191B | 8% |
| Annual Yield % from dividends | 1.10 | 2.14 | 51% |
| Returns for 1 year | -9.33 | 4.48 | -208% |
| Returns for 3 years | -7.35 | 9.28 | -79% |
| Returns for 5 years | 36.13 | 64.54 | 56% |
| Returns for 10 years | 18.62 | 90.29 | 21% |