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JIVRX vs VIVAX
JIVRX vs VIVAX Comparison
Open Charts JIVRX vs VIVAX
JPMorgan U.S. Applied Data Sci Val R5
Price$30.72
Change-$0.31 (-1.00%)
VolumeN/A
Net Assets152M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVRX vs VIVAX Comparison Chart
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JIVRX vs. VIVAX commentary
Jun 15, 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: 189B vs. JIVRX (152M). VIVAX pays higher dividends than JIVRX: VIVAX (2.16) vs JIVRX (1.60). 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 : 8.01 vs. JIVRX (4.69). VIVAX return over 5 years is better than : 72.56 vs. JIVRX (29.28).
| 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 | 3.338 | 2.419 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 189B | 0% |
| Annual Yield % from dividends | 1.60 | 2.16 | 74% |
| Returns for 1 year | 4.69 | 8.01 | 59% |
| Returns for 3 years | 20.81 | 32.20 | 65% |
| Returns for 5 years | 29.28 | 72.56 | 40% |
| Returns for 10 years | -0.83 | 103.54 | -1% |
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