Ad is loading...
JIVRX vs VIVAX
JIVRX vs VIVAX Comparison
Open Charts JIVRX vs VIVAX
JPMorgan U.S. Applied Data Sci Val R5
Price$30.27
Change+$0.12 (+0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
JIVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIVRX vs. VIVAX 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 JIVRX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JIVRX (167M). VIVAX pays higher dividends than JIVRX: VIVAX (2.25) vs JIVRX (1.69). JIVRX was incepted earlier than VIVAX: JIVRX (19 years) vs VIVAX (32 years). JIVRX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). JIVRX has a lower initial minimum investment than VIVAX: JIVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.09 vs. JIVRX (10.05). VIVAX return over 5 years is better than : 42.89 vs. JIVRX (5.42).
| JIVRX | VIVAX | JIVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 9.385 | 14.381 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.25 | 75% |
| Returns for 1 year | 10.05 | 15.09 | 67% |
| Returns for 3 years | 4.36 | 17.92 | 24% |
| Returns for 5 years | 5.42 | 42.89 | 13% |
| Returns for 10 years | -3.27 | 99.89 | -3% |
View a ticker or compare two or three
VS
VS
Ad is loading...