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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$30.84
Change-$0.42 (-1.34%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JIVAX vs VIVAX Comparison Chart
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JIVAX vs. VIVAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JIVAX (171M). VIVAX pays higher dividends than JIVAX: VIVAX (2.25) vs JIVAX (1.46). JIVAX was incepted earlier than VIVAX: JIVAX (20 years) vs VIVAX (32 years). JIVAX is a more actively managed with annual turnover of: 17.00 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 : 13.43 vs. JIVAX (8.08). VIVAX return over 5 years is better than : 47.22 vs. JIVAX (7.52).
| JIVAX | VIVAX | JIVAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 4.224 | 4.148 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.46 | 2.25 | 65% |
| Returns for 1 year | 8.08 | 13.43 | 60% |
| Returns for 3 years | 9.77 | 23.92 | 41% |
| Returns for 5 years | 7.52 | 47.22 | 16% |
| Returns for 10 years | -4.03 | 105.56 | -4% |