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JIVAX vs VIVIX
JIVAX vs VIVIX Comparison
Open Charts JIVAX vs VIVIX
JPMorgan U.S. Applied Data Sci Val A
Price$28.60
Change+$1.85 (+6.92%)
VolumeN/A
Net Assets145.64M
Vanguard Value Index I
Price$63.92
Change+$3.94 (+6.57%)
VolumeN/A
Net Assets190.51B
JIVAX vs VIVIX Comparison Chart
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JIVAX vs. VIVIX commentary
Apr 10, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JIVAX (146M). VIVIX pays higher dividends than JIVAX: VIVIX (2.27) vs JIVAX (1.36). JIVAX was incepted earlier than VIVIX: JIVAX (20 years) vs VIVIX (27 years). JIVAX (1.01) is less costly to investors than VIVIX (0.04). JIVAX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (10.00). JIVAX has a lower initial minimum investment than VIVIX: JIVAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : -4.30 vs. JIVAX (-9.43). VIVIX return over 5 years is better than : 58.32 vs. JIVAX (17.21).
| JIVAX | VIVIX | JIVAX / VIVIX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -9.330 | -9.137 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 191B | 0% |
| Annual Yield % from dividends | 1.36 | 2.27 | 60% |
| Returns for 1 year | -9.43 | -4.30 | 219% |
| Returns for 3 years | -8.22 | 3.05 | -270% |
| Returns for 5 years | 17.21 | 58.32 | 30% |
| Returns for 10 years | -15.59 | 81.50 | -19% |