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JIVMX vs VVIAX
JIVMX vs VVIAX Comparison
Open Charts JIVMX vs VVIAX
JPMorgan U.S. Applied Data Sci Val R6
Price$30.08
Change+$0.44 (+1.48%)
VolumeN/A
Net Assets157.66M
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
JIVMX vs VVIAX Comparison Chart
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JIVMX vs. VVIAX commentary
May 03, 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 JIVMX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JIVMX (158M). VVIAX pays higher dividends than JIVMX: VVIAX (2.34) vs JIVMX (1.74). JIVMX was incepted earlier than VVIAX: JIVMX (14 years) vs VVIAX (24 years). JIVMX (0.51) is less costly to investors than VVIAX (0.05). JIVMX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than JIVMX: VVIAX (3000) vs JIVMX (15000000). VVIAX annual gain was more profitable for investors over the last year : 6.01 vs. JIVMX (1.72). VVIAX return over 5 years is better than : 73.76 vs. JIVMX (31.69).
| JIVMX | VVIAX | JIVMX / VVIAX | |
| Total Expense Ratio | 0.34 | 0.05 | 680% |
| Annual Report Gross Expense Ratio | 0.51 | 0.05 | 1,020% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -1.268 | -1.866 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 191B | 0% |
| Annual Yield % from dividends | 1.74 | 2.34 | 74% |
| Returns for 1 year | 1.72 | 6.01 | 29% |
| Returns for 3 years | 6.59 | 17.24 | 38% |
| Returns for 5 years | 31.69 | 73.76 | 43% |
| Returns for 10 years | -3.14 | 95.81 | -3% |