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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$27.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets156.22M
Vanguard Value Index Adm
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
JIVCX vs VVIAX Comparison Chart
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JIVCX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JIVCX (156M). VVIAX pays higher dividends than JIVCX: VVIAX (2.26) vs JIVCX (0.94). JIVCX was incepted earlier than VVIAX: JIVCX (20 years) vs VVIAX (24 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 (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 : 4.43 vs. JIVCX (-0.98). VVIAX return over 5 years is better than : 71.29 vs. JIVCX (23.61).
| 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 | 24 years | - |
| Gain YTD | -2.460 | -2.638 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 191B | 0% |
| Annual Yield % from dividends | 0.94 | 2.26 | 42% |
| 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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