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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$31.89
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets150.01M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVMX vs VVIAX Comparison Chart in %
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JIVMX 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 JIVMX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JIVMX (150M). VVIAX pays higher dividends than JIVMX: VVIAX (2.18) vs JIVMX (1.65). JIVMX was incepted earlier than VVIAX: JIVMX (15 years) vs VVIAX (25 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 : 11.39 vs. JIVMX (7.19). VVIAX return over 5 years is better than : 79.11 vs. JIVMX (33.21).
| 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 | 15 years | 25 years | - |
| Gain YTD | 6.075 | 5.592 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.18 | 76% |
| Returns for 1 year | 7.19 | 11.39 | 63% |
| Returns for 3 years | 22.22 | 34.39 | 65% |
| Returns for 5 years | 33.21 | 79.11 | 42% |
| Returns for 10 years | 5.02 | 114.44 | 4% |
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