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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$29.33
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets150.53M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVCX vs VIVAX Comparison Chart
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JIVCX vs. VIVAX commentary
Jun 16, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JIVCX (151M). VIVAX pays higher dividends than JIVCX: VIVAX (2.16) vs JIVCX (0.95). JIVCX was incepted earlier than VIVAX: JIVCX (20 years) vs VIVAX (33 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 (9.00). 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 : 8.01 vs. JIVCX (2.79). VIVAX return over 5 years is better than : 72.56 vs. JIVCX (21.93).
| 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 | 33 years | - |
| Gain YTD | 2.210 | 2.419 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.16 | 44% |
| Returns for 1 year | 2.79 | 8.01 | 35% |
| Returns for 3 years | 16.83 | 32.20 | 52% |
| Returns for 5 years | 21.93 | 72.56 | 30% |
| Returns for 10 years | -10.15 | 103.54 | -10% |
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