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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$28.81
Change+$0.33 (+1.16%)
VolumeN/A
Net Assets154.53M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
JIVAX vs VVIAX Comparison Chart
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JIVAX vs. VVIAX commentary
Apr 25, 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: 191B vs. JIVAX (155M). VVIAX pays higher dividends than JIVAX: VVIAX (2.26) vs JIVAX (1.36). JIVAX was incepted earlier than VVIAX: JIVAX (20 years) vs VVIAX (24 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 (10.00). 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 : 3.38 vs. JIVAX (-2.00). VVIAX return over 5 years is better than : 69.91 vs. JIVAX (26.07).
| 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 | 24 years | - |
| Gain YTD | -3.466 | -3.426 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 191B | 0% |
| Annual Yield % from dividends | 1.36 | 2.26 | 60% |
| Returns for 1 year | -2.00 | 3.38 | -59% |
| Returns for 3 years | 0.75 | 12.73 | 6% |
| Returns for 5 years | 26.07 | 69.91 | 37% |
| Returns for 10 years | -10.06 | 92.47 | -11% |
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