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JVLIX vs VVIAX
JVLIX vs VVIAX Comparison
Open Charts JVLIX vs VVIAX
JHancock Disciplined Value I
Price$27.22
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVLIX vs VVIAX Comparison Chart
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JVLIX vs. VVIAX commentary
Nov 08, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVLIX (16.2B). VVIAX pays higher dividends than JVLIX: VVIAX (2.36) vs JVLIX (0.94). JVLIX was incepted earlier than VVIAX: JVLIX (28 years) vs VVIAX (24 years). JVLIX is a more actively managed with annual turnover of: 43.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVLIX: VVIAX (3000) vs JVLIX (250000). VVIAX annual gain was more profitable for investors over the last year : 29.52 vs. JVLIX (27.17). VVIAX return over 5 years is better than : 52.56 vs. JVLIX (31.85).
| JVLIX | VVIAX | JVLIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 22.779 | 18.969 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 184B | 9% |
| Annual Yield % from dividends | 0.94 | 2.36 | 40% |
| Returns for 1 year | 27.17 | 29.52 | 92% |
| Returns for 3 years | 4.40 | 22.63 | 19% |
| Returns for 5 years | 31.85 | 52.56 | 61% |
| Returns for 10 years | 48.09 | 113.59 | 42% |