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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$27.93
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets119.06M
Vanguard Value Index I
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
JIVCX vs VIVIX Comparison Chart in %
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JIVCX vs. VIVIX commentary
Jul 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JIVCX (119M). VIVIX pays higher dividends than JIVCX: VIVIX (2.19) vs JIVCX (1.10). 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 (9.00). 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 : 5.70 vs. JIVCX (-6.23). VIVIX return over 5 years is better than : 71.03 vs. JIVCX (13.72).
| 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 | -2.239 | 4.593 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 195B | 0% |
| Annual Yield % from dividends | 1.10 | 2.19 | 50% |
| Returns for 1 year | -6.23 | 5.70 | -109% |
| Returns for 3 years | 10.98 | 35.08 | 31% |
| Returns for 5 years | 13.72 | 71.03 | 19% |
| Returns for 10 years | -13.31 | 108.36 | -12% |
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