Interact to see
Advertisement
Advertisement
JIVCX vs VIVAX
JIVCX vs VIVAX Comparison
Open Charts JIVCX vs VIVAX
JPMorgan U.S. Applied Data Sci Val C
Price$28.02
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets119.06M
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
JIVCX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIVCX vs. VIVAX commentary
Jul 12, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JIVCX (119M). VIVAX pays higher dividends than JIVCX: VIVAX (2.06) vs JIVCX (1.10). 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 : 9.92 vs. JIVCX (-3.28). VIVAX return over 5 years is better than : 79.51 vs. JIVCX (17.09).
| 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 | -2.449 | 6.027 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 195B | 0% |
| Annual Yield % from dividends | 1.10 | 2.06 | 54% |
| Returns for 1 year | -3.28 | 9.92 | -33% |
| Returns for 3 years | 10.19 | 36.58 | 28% |
| Returns for 5 years | 17.09 | 79.51 | 21% |
| Returns for 10 years | -13.18 | 111.54 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement