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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$32.15
Change-$0.17 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JIVCX vs VVIAX Comparison Chart
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JIVCX vs. VVIAX commentary
Nov 18, 2024
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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JIVCX (179M). VVIAX pays higher dividends than JIVCX: VVIAX (2.36) vs JIVCX (1.01). JIVCX was incepted earlier than VVIAX: JIVCX (20 years) vs VVIAX (24 years). JIVCX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). 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 : 25.54 vs. JIVCX (21.95). VVIAX return over 5 years is better than : 50.78 vs. JIVCX (6.39).
| JIVCX | VVIAX | JIVCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 20.068 | 17.922 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 184B | 0% |
| Annual Yield % from dividends | 1.01 | 2.36 | 43% |
| Returns for 1 year | 21.95 | 25.54 | 86% |
| Returns for 3 years | -13.50 | 21.55 | -63% |
| Returns for 5 years | 6.39 | 50.78 | 13% |
| Returns for 10 years | -7.61 | 110.49 | -7% |