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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$24.33
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets18.12B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JDVFX vs VIVAX Comparison Chart in %
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JDVFX vs. VIVAX commentary
Jul 06, 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 JDVFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JDVFX (18.1B). VIVAX pays higher dividends than JDVFX: VIVAX (2.06) vs JDVFX (0.82). JDVFX was incepted earlier than VIVAX: JDVFX (16 years) vs VIVAX (33 years). JDVFX (0.96) is less costly to investors than VIVAX (0.17). JDVFX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). JDVFX has a lower initial minimum investment than VIVAX: JDVFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JDVFX (0.17). VIVAX return over 5 years is better than : 80.14 vs. JDVFX (45.98).
| JDVFX | VIVAX | JDVFX / VIVAX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 8.278 | 6.209 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 189B | 10% |
| Annual Yield % from dividends | 0.82 | 2.06 | 40% |
| Returns for 1 year | 0.17 | 12.04 | 1% |
| Returns for 3 years | 17.44 | 35.16 | 50% |
| Returns for 5 years | 45.98 | 80.14 | 57% |
| Returns for 10 years | 35.98 | 115.74 | 31% |
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