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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$26.47
Change-$1.70 (-6.03%)
VolumeN/A
Net Assets148.51M
Vanguard Value Index Adm
Price$61.21
Change-$3.89 (-5.98%)
VolumeN/A
Net Assets195.24B
JIVCX vs VVIAX Comparison Chart
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JIVCX vs. VVIAX commentary
Apr 07, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JIVCX (149M). 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 : -1.53 vs. JIVCX (-7.62). VVIAX return over 5 years is better than : 82.57 vs. JIVCX (31.91).
| 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 | -7.757 | -7.288 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 195B | 0% |
| Annual Yield % from dividends | 0.94 | 2.26 | 42% |
| Returns for 1 year | -7.62 | -1.53 | 497% |
| Returns for 3 years | -6.94 | 6.85 | -101% |
| Returns for 5 years | 31.91 | 82.57 | 39% |
| Returns for 10 years | -17.70 | 87.59 | -20% |
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