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JIVCX vs VIVIX
JIVCX vs VIVIX Comparison
Open Charts JIVCX vs VIVIX
JPMorgan U.S. Applied Data Sci Val C
Price$27.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets156.22M
Vanguard Value Index I
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
JIVCX vs VIVIX Comparison Chart
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JIVCX vs. VIVIX commentary
Apr 29, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JIVCX (156M). VIVIX pays higher dividends than JIVCX: VIVIX (2.27) vs JIVCX (0.94). JIVCX was incepted earlier than VIVIX: JIVCX (20 years) vs VIVIX (27 years). JIVCX (1.56) is less costly to investors than VIVIX (0.04). JIVCX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (10.00). JIVCX has a lower initial minimum investment than VIVIX: JIVCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.43 vs. JIVCX (-0.98). VIVIX return over 5 years is better than : 71.29 vs. JIVCX (23.61).
| JIVCX | VIVIX | JIVCX / VIVIX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -2.460 | -2.623 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 191B | 0% |
| Annual Yield % from dividends | 0.94 | 2.27 | 41% |
| Returns for 1 year | -0.98 | 4.43 | -22% |
| Returns for 3 years | 2.07 | 15.65 | 13% |
| Returns for 5 years | 23.61 | 71.29 | 33% |
| Returns for 10 years | -14.04 | 92.76 | -15% |
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