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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$26.47
Change-$1.70 (-6.03%)
VolumeN/A
Net Assets148.51M
Vanguard Value Index I
Price$61.23
Change-$3.89 (-5.97%)
VolumeN/A
Net Assets195.24B
JIVCX vs VIVAX Comparison Chart
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JIVCX vs. VIVAX commentary
Apr 07, 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: 195B vs. JIVCX (149M). VIVAX pays higher dividends than JIVCX: VIVAX (2.14) vs JIVCX (0.94). JIVCX was incepted earlier than VIVAX: JIVCX (20 years) vs VIVAX (32 years). JIVCX (1.56) is less costly to investors than VIVAX (0.17). JIVCX is a more actively managed with annual turnover of: 22.00 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 : -1.54 vs. JIVCX (-7.62). VIVAX return over 5 years is better than : 82.55 vs. JIVCX (31.91).
| JIVCX | VIVAX | JIVCX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.56 | 0.17 | 918% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -7.757 | -7.287 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 195B | 0% |
| Annual Yield % from dividends | 0.94 | 2.14 | 44% |
| Returns for 1 year | -7.62 | -1.54 | 496% |
| Returns for 3 years | -6.94 | 6.85 | -101% |
| Returns for 5 years | 31.91 | 82.55 | 39% |
| Returns for 10 years | -17.70 | 87.63 | -20% |
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