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JDVVX vs VIVAX
JDVVX vs VIVAX Comparison
Open Charts JDVVX vs VIVAX
JHancock Disciplined Value R5
Price$24.98
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets18.33B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JDVVX vs VIVAX Comparison Chart in %
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JDVVX vs. VIVAX commentary
Sep 08, 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: 203B vs. JDVVX (18.3B). VIVAX pays higher dividends than JDVVX: VIVAX (1.99) vs JDVVX (0.95). 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: 63.00 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 : 7.74 vs. JDVVX (1.02). VIVAX return over 5 years is better than : 70.18 vs. JDVVX (41.19).
| JDVVX | VIVAX | JDVVX / VIVAX | |
| Total Expense Ratio | 0.65 | 0.17 | 382% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 10.924 | 7.845 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 203B | 9% |
| Annual Yield % from dividends | 0.95 | 1.99 | 48% |
| Returns for 1 year | 1.02 | 7.74 | 13% |
| Returns for 3 years | 19.04 | 36.63 | 52% |
| Returns for 5 years | 41.19 | 70.18 | 59% |
| Returns for 10 years | 48.67 | 131.64 | 37% |
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