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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$30.27
Change+$0.12 (+0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.27
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
JIVRX vs VIVIX Comparison Chart
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JIVRX vs. VIVIX commentary
Dec 25, 2024
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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JIVRX (167M). VIVIX pays higher dividends than JIVRX: VIVIX (2.37) vs JIVRX (1.69). JIVRX was incepted earlier than VIVIX: JIVRX (19 years) vs VIVIX (27 years). JIVRX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (10.00). 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 : 15.12 vs. JIVRX (10.05). VIVIX return over 5 years is better than : 42.91 vs. JIVRX (5.42).
| JIVRX | VIVIX | JIVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 9.385 | 14.409 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.69 | 2.37 | 71% |
| Returns for 1 year | 10.05 | 15.12 | 66% |
| Returns for 3 years | 4.36 | 17.96 | 24% |
| Returns for 5 years | 5.42 | 42.91 | 13% |
| Returns for 10 years | -3.27 | 99.95 | -3% |
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