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JIVCX vs VVIAX
JIVCX vs VVIAX Comparison
Open Charts JIVCX vs VVIAX
JPMorgan U.S. Applied Data Sci Val C
Price$28.74
Change-$0.13 (-0.45%)
VolumeN/A
Net Assets162.38M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JIVCX vs VVIAX Comparison Chart
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JIVCX vs. VVIAX commentary
May 23, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JIVCX (162M). VVIAX pays higher dividends than JIVCX: VVIAX (2.34) vs JIVCX (0.97). JIVCX was incepted earlier than VVIAX: JIVCX (20 years) vs VVIAX (25 years). JIVCX (1.56) is less costly to investors than VVIAX (0.05). JIVCX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). JIVCX has a lower initial minimum investment than VVIAX: JIVCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.72 vs. JIVCX (1.20). VVIAX return over 5 years is better than : 75.22 vs. JIVCX (27.23).
| JIVCX | VVIAX | JIVCX / VVIAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.56 | 0.05 | 3,120% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 2.663 | 0.391 | 680% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 0.97 | 2.34 | 41% |
| Returns for 1 year | 1.20 | 4.72 | 26% |
| Returns for 3 years | 12.67 | 21.99 | 58% |
| Returns for 5 years | 27.23 | 75.22 | 36% |
| Returns for 10 years | -10.42 | 97.34 | -11% |
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