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JDVVX vs VVIAX
JDVVX vs VVIAX Comparison
Open Charts JDVVX vs VVIAX
JHancock Disciplined Value R5
Price$24.42
Change+$0.20 (+0.83%)
VolumeN/A
Net Assets18.12B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JDVVX vs VVIAX Comparison Chart in %
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JDVVX vs. VVIAX 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 JDVVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JDVVX (18.1B). VVIAX pays higher dividends than JDVVX: VVIAX (2.18) vs JDVVX (0.99). JDVVX was incepted earlier than VVIAX: JDVVX (16 years) vs VVIAX (25 years). JDVVX (0.66) is less costly to investors than VVIAX (0.05). JDVVX is a more actively managed with annual turnover of: 48.00 vs. VVIAX (9.00). JDVVX has a lower initial minimum investment than VVIAX: JDVVX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JDVVX (0.40). VVIAX return over 5 years is better than : 80.13 vs. JDVVX (47.06).
| JDVVX | VVIAX | JDVVX / VVIAX | |
| Total Expense Ratio | 0.66 | 0.05 | 1,320% |
| Annual Report Gross Expense Ratio | 0.66 | 0.05 | 1,320% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 8.437 | 6.198 | 136% |
| 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 | 0.99 | 2.18 | 45% |
| Returns for 1 year | 0.40 | 12.03 | 3% |
| Returns for 3 years | 18.02 | 35.17 | 51% |
| Returns for 5 years | 47.06 | 80.13 | 59% |
| Returns for 10 years | 37.75 | 115.67 | 33% |