JGRUX
Price
$89.95
Change
+$0.34 (+0.38%)
Updated
Oct 3 closing price
Net Assets
6.51B
VIVAX
Price
$73.18
Change
+$0.39 (+0.54%)
Updated
Oct 3 closing price
Net Assets
202.84B
Interact to see
Advertisement

JGRUX vs VIVAX

Header iconJGRUX vs VIVAX Comparison
Open Charts JGRUX vs VIVAXBanner chart's image
JPMorgan US Value R4
Price$89.95
Change+$0.34 (+0.38%)
VolumeN/A
Net Assets6.51B
Vanguard Value Index I
Price$73.18
Change+$0.39 (+0.54%)
VolumeN/A
Net Assets202.84B
JGRUX vs VIVAX Comparison Chart in %
View a ticker or compare two or three
VS
JGRUX vs. VIVAX commentary
Oct 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 JGRUX is a Buy and VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. JGRUX (6.51B). VIVAX pays higher dividends than JGRUX: VIVAX (1.97) vs JGRUX (1.23). JGRUX was incepted earlier than VIVAX: JGRUX (8 years) vs VIVAX (33 years). JGRUX (0.76) is less costly to investors than VIVAX (0.17). JGRUX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). JGRUX has a lower initial minimum investment than VIVAX: JGRUX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.35 vs. JGRUX (6.98). JGRUX return over 5 years is better than : 86.32 vs. VIVAX (79.65).
JGRUXVIVAXJGRUX / VIVAX
Total Expense Ratio0.690.17406%
Annual Report Gross Expense Ratio0.760.17447%
Fund Existence8 years33 years-
Gain YTD9.62410.85989%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.51B203B3%
Annual Yield % from dividends1.231.9762%
Returns for 1 year6.988.3584%
Returns for 3 years43.6944.0699%
Returns for 5 years86.3279.65108%
Returns for 10 yearsN/A137.19-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BGEKX15.380.05
+0.33%
Baillie Gifford International Growth K
CLSUX28.140.05
+0.18%
ClearBridge Sustainability Leaders A
BSPIX785.640.13
+0.02%
iShares S&P 500 Index Institutional
GSAHX16.68-0.01
-0.06%
Goldman Sachs Small Cap Growth Investor
SMVZX13.25-0.01
-0.08%
Virtus Ceredex Mid-Cap Value Equity R6