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$31.89
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVRX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIVRX vs. VIVAX commentary
Jul 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 JIVRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JIVRX (151M). VIVAX pays higher dividends than JIVRX: VIVAX (2.06) vs JIVRX (1.56). 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 : 12.04 vs. JIVRX (7.72). VIVAX return over 5 years is better than : 80.14 vs. JIVRX (33.39).
| 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 | 6.656 | 6.209 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.56 | 2.06 | 76% |
| Returns for 1 year | 7.72 | 12.04 | 64% |
| Returns for 3 years | 22.63 | 35.16 | 64% |
| Returns for 5 years | 33.39 | 80.14 | 42% |
| Returns for 10 years | 4.87 | 115.74 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JNGTX | 71.84 | 1.13 | +1.60% |
| Janus Henderson Glb Tech and Innovt D | |||
| LGOPX | 26.07 | 0.31 | +1.20% |
| Lord Abbett Growth Opportunities P | |||
| JSGCX | 26.23 | 0.26 | +1.00% |
| JHancock U.S. Growth C | |||
| WCFEX | 17.72 | 0.13 | +0.74% |
| WCM Focused Emerging Mkts Ex Chn Inv | |||
| DEQAX | 14.29 | N/A | N/A |
| BNY Mellon Global Equity Income - A | |||