Ad is loading...
JIVCX vs VIVAX
JIVCX vs VIVAX Comparison
Open Charts JIVCX vs VIVAX
JPMorgan U.S. Applied Data Sci Val C
Price$28.73
Change-$0.75 (-2.54%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JIVCX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIVCX vs. VIVAX commentary
Dec 19, 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 JIVCX is a Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JIVCX (171M). VIVAX pays higher dividends than JIVCX: VIVAX (2.25) vs JIVCX (1.01). JIVCX was incepted earlier than VIVAX: JIVCX (20 years) vs VIVAX (32 years). JIVCX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). JIVCX has a lower initial minimum investment than VIVAX: JIVCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. JIVCX (11.16). VIVAX return over 5 years is better than : 44.64 vs. JIVCX (2.49).
| JIVCX | VIVAX | JIVCX / 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 | 10.097 | 16.008 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 195B | 0% |
| Annual Yield % from dividends | 1.01 | 2.25 | 45% |
| Returns for 1 year | 11.16 | 16.42 | 68% |
| Returns for 3 years | 5.16 | 20.48 | 25% |
| Returns for 5 years | 2.49 | 44.64 | 6% |
| Returns for 10 years | -9.25 | 104.82 | -9% |
View a ticker or compare two or three
VS
VS
Ad is loading...