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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$28.63
Change+$0.36 (+1.27%)
VolumeN/A
Net Assets151.07M
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JIVRX vs VIVIX Comparison Chart
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JIVRX vs. VIVIX commentary
Apr 12, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JIVRX (151M). VIVIX pays higher dividends than JIVRX: VIVIX (2.27) vs JIVRX (1.59). 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 (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 : 0.71 vs. JIVRX (-4.31). VIVIX return over 5 years is better than : 64.28 vs. JIVRX (24.08).
| 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 | -5.854 | -5.714 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 191B | 0% |
| Annual Yield % from dividends | 1.59 | 2.27 | 70% |
| Returns for 1 year | -4.31 | 0.71 | -609% |
| Returns for 3 years | -2.47 | 8.12 | -30% |
| Returns for 5 years | 24.08 | 64.28 | 37% |
| Returns for 10 years | -9.08 | 88.62 | -10% |
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