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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$31.42
Change-$0.42 (-1.32%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JIVMX vs VVIAX Comparison Chart
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JIVMX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JIVMX (171M). 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 : 13.46 vs. JIVMX (8.64). VVIAX return over 5 years is better than : 47.22 vs. JIVMX (10.16).
| 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 | 4.281 | 4.164 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.78 | 2.36 | 75% |
| Returns for 1 year | 8.64 | 13.46 | 64% |
| Returns for 3 years | 11.06 | 23.94 | 46% |
| Returns for 5 years | 10.16 | 47.22 | 22% |
| Returns for 10 years | 0.23 | 105.55 | 0% |
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