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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$31.89
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVRX vs VIVIX Comparison Chart in %
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JIVRX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JIVRX (151M). VIVIX pays higher dividends than JIVRX: VIVIX (2.19) vs JIVRX (1.56). 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 : 12.05 vs. JIVRX (7.72). VIVIX return over 5 years is better than : 80.14 vs. JIVRX (33.39).
| 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 | 6.656 | 6.215 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.56 | 2.19 | 71% |
| Returns for 1 year | 7.72 | 12.05 | 64% |
| Returns for 3 years | 22.63 | 35.17 | 64% |
| Returns for 5 years | 33.39 | 80.14 | 42% |
| Returns for 10 years | 4.87 | 115.68 | 4% |
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