Ad is loading...
JIVMX vs VVIAX
JIVMX vs VVIAX Comparison
Open Charts JIVMX vs VVIAX
JPMorgan U.S. Applied Data Sci Val R6
Price$30.27
Change+$0.12 (+0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.27
Change-$0.17 (-0.26%)
VolumeN/A
CapitalizationN/A
JIVMX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIVMX vs. VVIAX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JIVMX (167M). VVIAX pays higher dividends than JIVMX: VVIAX (2.36) vs JIVMX (1.78). JIVMX was incepted earlier than VVIAX: JIVMX (14 years) vs VVIAX (24 years). JIVMX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). 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 : 15.12 vs. JIVMX (10.16). VVIAX return over 5 years is better than : 42.91 vs. JIVMX (5.86).
| JIVMX | VVIAX | JIVMX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.495 | 14.406 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.78 | 2.36 | 75% |
| Returns for 1 year | 10.16 | 15.12 | 67% |
| Returns for 3 years | 4.59 | 17.95 | 26% |
| Returns for 5 years | 5.86 | 42.91 | 14% |
| Returns for 10 years | -2.57 | 99.94 | -3% |
View a ticker or compare two or three
VS
VS
Ad is loading...