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JIVAX vs VVIAX
JIVAX vs VVIAX Comparison
Open Charts JIVAX vs VVIAX
JPMorgan U.S. Applied Data Sci Val A
Price$29.70
Change-$0.61 (-2.01%)
VolumeN/A
Net Assets162.38M
Vanguard Value Index Adm
Price$66.28
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
JIVAX vs VVIAX Comparison Chart
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JIVAX vs. VVIAX commentary
May 22, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JIVAX (162M). VVIAX pays higher dividends than JIVAX: VVIAX (2.34) vs JIVAX (1.40). JIVAX was incepted earlier than VVIAX: JIVAX (20 years) vs VVIAX (25 years). JIVAX (1.01) is less costly to investors than VVIAX (0.05). JIVAX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). JIVAX has a lower initial minimum investment than VVIAX: JIVAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.25 vs. JIVAX (1.78). VVIAX return over 5 years is better than : 78.45 vs. JIVAX (31.10).
| JIVAX | VVIAX | JIVAX / VVIAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 2.737 | 2.239 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 1.40 | 2.34 | 60% |
| Returns for 1 year | 1.78 | 6.25 | 28% |
| Returns for 3 years | 14.39 | 26.44 | 54% |
| Returns for 5 years | 31.10 | 78.45 | 40% |
| Returns for 10 years | -5.53 | 100.97 | -5% |
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