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JDVFX vs VIVAX
JDVFX vs VIVAX Comparison
Open Charts JDVFX vs VIVAX
JHancock Disciplined Value R4
Price$25.72
Change-$0.43 (-1.64%)
VolumeN/A
Net Assets18.69B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
JDVFX vs VIVAX Comparison Chart in %
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JDVFX vs. VIVAX commentary
Nov 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 JDVFX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JDVFX (18.7B). VIVAX pays higher dividends than JDVFX: VIVAX (1.98) vs JDVFX (0.77). 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: 63.00 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 : 6.68 vs. JDVFX (-3.06). VIVAX return over 5 years is better than : 66.34 vs. JDVFX (34.88).
| 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 | 16.377 | 11.965 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 208B | 9% |
| Annual Yield % from dividends | 0.77 | 1.98 | 39% |
| Returns for 1 year | -3.06 | 6.68 | -46% |
| Returns for 3 years | 16.05 | 33.49 | 48% |
| Returns for 5 years | 34.88 | 66.34 | 53% |
| Returns for 10 years | 52.60 | 135.00 | 39% |
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