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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$23.37
Change-$0.21 (-0.89%)
VolumeN/A
Net Assets17.39B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JDVVX vs VIVAX Comparison Chart
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JDVVX vs. VIVAX commentary
Jun 16, 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 JDVVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JDVVX (17.4B). VIVAX pays higher dividends than JDVVX: VIVAX (2.16) vs JDVVX (1.03). JDVVX was incepted earlier than VIVAX: JDVVX (16 years) vs VIVAX (33 years). JDVVX (0.66) is less costly to investors than VIVAX (0.17). JDVVX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). JDVVX has a lower initial minimum investment than VIVAX: JDVVX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. JDVVX (-2.85). VIVAX return over 5 years is better than : 72.56 vs. JDVVX (41.73).
| JDVVX | VIVAX | JDVVX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 3.774 | 2.419 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 189B | 9% |
| Annual Yield % from dividends | 1.03 | 2.16 | 48% |
| Returns for 1 year | -2.85 | 8.01 | -36% |
| Returns for 3 years | 12.47 | 32.20 | 39% |
| Returns for 5 years | 41.73 | 72.56 | 58% |
| Returns for 10 years | 28.90 | 103.54 | 28% |
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