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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$31.41
Change-$0.43 (-1.35%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JIVRX vs VIVAX Comparison Chart
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JIVRX vs. VIVAX 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 JIVRX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JIVRX (171M). 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 : 13.43 vs. JIVRX (8.49). VIVAX return over 5 years is better than : 47.22 vs. JIVRX (9.66).
| 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 | 4.248 | 4.148 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.69 | 2.25 | 75% |
| Returns for 1 year | 8.49 | 13.43 | 63% |
| Returns for 3 years | 10.78 | 23.92 | 45% |
| Returns for 5 years | 9.66 | 47.22 | 20% |
| Returns for 10 years | -0.52 | 105.56 | -0% |
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