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JVLIX vs VIVAX
JVLIX vs VIVAX Comparison
Open Charts JVLIX vs VIVAX
JHancock Disciplined Value I
Price$24.33
Change+$0.20 (+0.83%)
VolumeN/A
Net Assets18.12B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVLIX vs VIVAX Comparison Chart in %
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JVLIX vs. VIVAX commentary
Jul 07, 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 JVLIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVLIX (18.1B). VIVAX pays higher dividends than JVLIX: VIVAX (2.06) vs JVLIX (0.95). JVLIX was incepted earlier than VIVAX: JVLIX (29 years) vs VIVAX (33 years). JVLIX (0.72) is less costly to investors than VIVAX (0.17). JVLIX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVLIX: VIVAX (3000) vs JVLIX (250000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JVLIX (0.31). VIVAX return over 5 years is better than : 80.14 vs. JVLIX (46.64).
| JVLIX | VIVAX | JVLIX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 8.374 | 6.209 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 189B | 10% |
| Annual Yield % from dividends | 0.95 | 2.06 | 46% |
| Returns for 1 year | 0.31 | 12.04 | 3% |
| Returns for 3 years | 17.76 | 35.16 | 51% |
| Returns for 5 years | 46.64 | 80.14 | 58% |
| Returns for 10 years | 37.02 | 115.74 | 32% |