Interact to see
Advertisement
Advertisement
JIVRX vs VIVAX
JIVRX vs VIVAX Comparison
Open Charts JIVRX vs VIVAX
JPMorgan U.S. Applied Data Sci Val R5
Price$30.10
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets159.1M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JIVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIVRX vs. VIVAX commentary
May 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 JIVRX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JIVRX (159M). VIVAX pays higher dividends than JIVRX: VIVAX (2.22) vs JIVRX (1.64). JIVRX was incepted earlier than VIVAX: JIVRX (19 years) vs VIVAX (33 years). JIVRX (0.63) is less costly to investors than VIVAX (0.17). JIVRX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). 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 : 4.71 vs. JIVRX (0.33). VIVAX return over 5 years is better than : 75.18 vs. JIVRX (30.94).
| JIVRX | VIVAX | JIVRX / VIVAX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.63 | 0.17 | 371% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 0.707 | 0.375 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 184B | 0% |
| Annual Yield % from dividends | 1.64 | 2.22 | 74% |
| Returns for 1 year | 0.33 | 4.71 | 7% |
| Returns for 3 years | 10.95 | 21.97 | 50% |
| Returns for 5 years | 30.94 | 75.18 | 41% |
| Returns for 10 years | -4.00 | 97.35 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement