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JIVRX vs VIVIX
JIVRX vs VIVIX Comparison
Open Charts JIVRX vs VIVIX
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$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVRX vs VIVIX Comparison Chart
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JIVRX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JIVRX (152M). VIVIX pays higher dividends than JIVRX: VIVIX (2.29) vs JIVRX (1.60). JIVRX was incepted earlier than VIVIX: JIVRX (19 years) vs VIVIX (27 years). JIVRX (0.63) is less costly to investors than VIVIX (0.04). JIVRX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). JIVRX has a lower initial minimum investment than VIVIX: JIVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. JIVRX (4.69). VIVIX return over 5 years is better than : 72.56 vs. JIVRX (29.28).
| JIVRX | VIVIX | JIVRX / VIVIX | |
| Total Expense Ratio | 0.44 | 0.04 | 1,100% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 3.338 | 2.452 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 189B | 0% |
| Annual Yield % from dividends | 1.60 | 2.29 | 70% |
| Returns for 1 year | 4.69 | 8.01 | 59% |
| Returns for 3 years | 20.81 | 32.19 | 65% |
| Returns for 5 years | 29.28 | 72.56 | 40% |
| Returns for 10 years | -0.83 | 103.54 | -1% |