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JIVCX vs VIVAX
JIVCX vs VIVAX Comparison
Open Charts JIVCX vs VIVAX
JPMorgan U.S. Applied Data Sci Val C
Price$29.67
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets171.52M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
JIVCX vs VIVAX Comparison Chart
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JIVCX vs. VIVAX commentary
Jan 19, 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 JIVCX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JIVCX (172M). 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 : 18.19 vs. JIVCX (12.48). VIVAX return over 5 years is better than : 44.18 vs. JIVCX (1.27).
| 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 | 3.164 | 3.194 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 184B | 0% |
| Annual Yield % from dividends | 1.01 | 2.25 | 45% |
| Returns for 1 year | 12.48 | 18.19 | 69% |
| Returns for 3 years | 3.12 | 18.46 | 17% |
| Returns for 5 years | 1.27 | 44.18 | 3% |
| Returns for 10 years | -5.29 | 111.10 | -5% |
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