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JIVAX vs VIVAX
JIVAX vs VIVAX Comparison
Open Charts JIVAX vs VIVAX
JPMorgan U.S. Applied Data Sci Val A
Price$28.12
Change+$0.36 (+1.30%)
VolumeN/A
Net Assets153.01M
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JIVAX vs VIVAX Comparison Chart
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JIVAX vs. VIVAX commentary
Apr 14, 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 JIVAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JIVAX (153M). VIVAX pays higher dividends than JIVAX: VIVAX (2.14) vs JIVAX (1.36). JIVAX was incepted earlier than VIVAX: JIVAX (20 years) vs VIVAX (32 years). JIVAX (1.01) is less costly to investors than VIVAX (0.17). JIVAX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (10.00). JIVAX has a lower initial minimum investment than VIVAX: JIVAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 2.24 vs. JIVAX (-3.44). VIVAX return over 5 years is better than : 66.78 vs. JIVAX (23.21).
| JIVAX | VIVAX | JIVAX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -4.686 | -4.289 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 191B | 0% |
| Annual Yield % from dividends | 1.36 | 2.14 | 63% |
| Returns for 1 year | -3.44 | 2.24 | -154% |
| Returns for 3 years | -2.16 | 9.77 | -22% |
| Returns for 5 years | 23.21 | 66.78 | 35% |
| Returns for 10 years | -11.22 | 91.53 | -12% |