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JVLIX vs VIVAX
JVLIX vs VIVAX Comparison
Open Charts JVLIX vs VIVAX
JHancock Disciplined Value I
Price$25.56
Change-$0.08 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JVLIX vs VIVAX Comparison Chart
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JVLIX vs. VIVAX commentary
Sep 21, 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 JVLIX is a StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JVLIX (15.5B). VIVAX pays higher dividends than JVLIX: VIVAX (2.25) vs JVLIX (0.94). JVLIX was incepted earlier than VIVAX: JVLIX (28 years) vs VIVAX (32 years). JVLIX is a more actively managed with annual turnover of: 43.00 vs. VIVAX (10.00). 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 : 20.39 vs. JVLIX (17.41). VIVAX return over 5 years is better than : 54.21 vs. JVLIX (27.89).
| JVLIX | VIVAX | JVLIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 15.291 | 15.335 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 183B | 8% |
| Annual Yield % from dividends | 0.94 | 2.25 | 42% |
| Returns for 1 year | 17.41 | 20.39 | 85% |
| Returns for 3 years | 6.41 | 25.01 | 26% |
| Returns for 5 years | 27.89 | 54.21 | 51% |
| Returns for 10 years | 42.55 | 109.13 | 39% |
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