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JVLIX vs VVIAX
JVLIX vs VVIAX Comparison
Open Charts JVLIX vs VVIAX
JHancock Disciplined Value I
Price$27.39
Change+$0.21 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
JVLIX vs VVIAX Comparison Chart
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JVLIX vs. VVIAX commentary
Nov 23, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVLIX (16.1B). 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 : 26.09 vs. JVLIX (23.11). VVIAX return over 5 years is better than : 53.09 vs. JVLIX (32.16).
| 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 | 22.598 | 19.672 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 184B | 9% |
| Annual Yield % from dividends | 0.94 | 2.36 | 40% |
| Returns for 1 year | 23.11 | 26.09 | 89% |
| Returns for 3 years | 5.76 | 24.77 | 23% |
| Returns for 5 years | 32.16 | 53.09 | 61% |
| Returns for 10 years | 45.27 | 112.26 | 40% |