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JVLIX vs VIVAX
JVLIX vs VIVAX Comparison
Open Charts JVLIX vs VIVAX
JHancock Disciplined Value I
Price$23.28
Change-$0.21 (-0.89%)
VolumeN/A
Net Assets17.55B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVLIX vs VIVAX Comparison Chart
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JVLIX vs. VIVAX commentary
Jun 14, 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: 189B vs. JVLIX (17.5B). VIVAX pays higher dividends than JVLIX: VIVAX (2.16) vs JVLIX (0.98). 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 : 8.88 vs. JVLIX (-2.07). VIVAX return over 5 years is better than : 73.96 vs. JVLIX (42.58).
| 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 | 4.633 | 3.252 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 189B | 9% |
| Annual Yield % from dividends | 0.98 | 2.16 | 46% |
| Returns for 1 year | -2.07 | 8.88 | -23% |
| Returns for 3 years | 13.21 | 33.27 | 40% |
| Returns for 5 years | 42.58 | 73.96 | 58% |
| Returns for 10 years | 29.42 | 105.20 | 28% |
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