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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$30.78
Change+$0.30 (+0.98%)
VolumeN/A
Net Assets151.33M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JIVMX vs VVIAX Comparison Chart
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JIVMX vs. VVIAX commentary
Jun 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 JIVMX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JIVMX (151M). VVIAX pays higher dividends than JIVMX: VVIAX (2.28) vs JIVMX (1.70). 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 : 6.82 vs. JIVMX (2.60). VVIAX return over 5 years is better than : 58.69 vs. JIVMX (18.45).
| 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 | 1.530 | 1.255 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.70 | 2.28 | 75% |
| Returns for 1 year | 2.60 | 6.82 | 38% |
| Returns for 3 years | 7.18 | 18.51 | 39% |
| Returns for 5 years | 18.45 | 58.69 | 31% |
| Returns for 10 years | -0.56 | 102.89 | -1% |
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