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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$30.10
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets159.1M
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
JIVRX vs VIVIX Comparison Chart
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JIVRX vs. VIVIX commentary
May 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JIVRX (159M). VIVIX pays higher dividends than JIVRX: VIVIX (2.35) vs JIVRX (1.64). 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 : 4.71 vs. JIVRX (0.33). VIVIX return over 5 years is better than : 75.20 vs. JIVRX (30.94).
| 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 | 0.707 | 0.391 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 184B | 0% |
| Annual Yield % from dividends | 1.64 | 2.35 | 70% |
| Returns for 1 year | 0.33 | 4.71 | 7% |
| Returns for 3 years | 10.95 | 21.97 | 50% |
| Returns for 5 years | 30.94 | 75.20 | 41% |
| Returns for 10 years | -4.00 | 97.31 | -4% |
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