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JVLIX vs VIVAX
JVLIX vs VIVAX Comparison
Open Charts JVLIX vs VIVAX
JHancock Disciplined Value I
Price$22.73
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets17.15B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JVLIX vs VIVAX Comparison Chart
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JVLIX vs. VIVAX commentary
May 23, 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 JVLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JVLIX (17.1B). VIVAX pays higher dividends than JVLIX: VIVAX (2.22) vs JVLIX (1.02). JVLIX was incepted earlier than VIVAX: JVLIX (28 years) vs VIVAX (33 years). JVLIX (0.72) is less costly to investors than VIVAX (0.17). JVLIX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVLIX: VIVAX (3000) vs JVLIX (250000). VIVAX annual gain was more profitable for investors over the last year : 4.71 vs. JVLIX (-6.46). VIVAX return over 5 years is better than : 75.18 vs. JVLIX (43.03).
| JVLIX | VIVAX | JVLIX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.559 | 0.375 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 184B | 9% |
| Annual Yield % from dividends | 1.02 | 2.22 | 46% |
| Returns for 1 year | -6.46 | 4.71 | -137% |
| Returns for 3 years | 4.13 | 21.97 | 19% |
| Returns for 5 years | 43.03 | 75.18 | 57% |
| Returns for 10 years | 24.53 | 97.35 | 25% |