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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$29.62
Change+$0.34 (+1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
JIVAX vs VIVAX Comparison Chart
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JIVAX vs. VIVAX commentary
Dec 24, 2024
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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JIVAX (167M). 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 : 15.15 vs. JIVAX (9.60). VIVAX return over 5 years is better than : 41.35 vs. JIVAX (2.81).
| 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 | 8.567 | 14.000 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.46 | 2.25 | 65% |
| Returns for 1 year | 9.60 | 15.15 | 63% |
| Returns for 3 years | 4.17 | 18.25 | 23% |
| Returns for 5 years | 2.81 | 41.35 | 7% |
| Returns for 10 years | -6.71 | 99.53 | -7% |