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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$30.26
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets150.07M
Vanguard Value Index Adm
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
JIVCX vs VVIAX Comparison Chart in %
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JIVCX vs. VVIAX commentary
Jul 04, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JIVCX (150M). VVIAX pays higher dividends than JIVCX: VVIAX (2.18) vs JIVCX (1.10). 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 : 11.47 vs. JIVCX (6.21). VVIAX return over 5 years is better than : 78.98 vs. JIVCX (26.37).
| 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 | 5.916 | 5.517 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 189B | 0% |
| Annual Yield % from dividends | 1.10 | 2.18 | 51% |
| Returns for 1 year | 6.21 | 11.47 | 54% |
| Returns for 3 years | 18.91 | 34.30 | 55% |
| Returns for 5 years | 26.37 | 78.98 | 33% |
| Returns for 10 years | -5.34 | 113.37 | -5% |
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