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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$28.71
Change+$0.42 (+1.48%)
VolumeN/A
Net Assets159.99M
Vanguard Value Index I
Price$65.82
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
JIVCX vs VIVAX Comparison Chart
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JIVCX vs. VIVAX commentary
May 05, 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: 191B vs. JIVCX (160M). VIVAX pays higher dividends than JIVCX: VIVAX (2.22) vs JIVCX (0.97). 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 : 7.68 vs. JIVCX (2.17). VIVAX return over 5 years is better than : 76.45 vs. JIVCX (26.64).
| 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 | 0.049 | -0.337 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 191B | 0% |
| Annual Yield % from dividends | 0.97 | 2.22 | 44% |
| Returns for 1 year | 2.17 | 7.68 | 28% |
| Returns for 3 years | 5.29 | 19.07 | 28% |
| Returns for 5 years | 26.64 | 76.45 | 35% |
| Returns for 10 years | -10.81 | 98.90 | -11% |