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JIVRX vs VVIAX
JIVRX vs VVIAX Comparison
Open Charts JIVRX vs VVIAX
JPMorgan U.S. Applied Data Sci Val R5
Price$30.10
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets159.1M
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JIVRX vs VVIAX Comparison Chart
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JIVRX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JIVRX (159M). VVIAX pays higher dividends than JIVRX: VVIAX (2.34) vs JIVRX (1.64). JIVRX was incepted earlier than VVIAX: JIVRX (19 years) vs VVIAX (25 years). JIVRX (0.63) is less costly to investors than VVIAX (0.05). JIVRX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). JIVRX has a lower initial minimum investment than VVIAX: JIVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.72 vs. JIVRX (0.33). VVIAX return over 5 years is better than : 75.22 vs. JIVRX (30.94).
| JIVRX | VVIAX | JIVRX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.63 | 0.05 | 1,260% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.707 | 0.391 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 184B | 0% |
| Annual Yield % from dividends | 1.64 | 2.34 | 70% |
| Returns for 1 year | 0.33 | 4.72 | 7% |
| Returns for 3 years | 10.95 | 21.99 | 50% |
| Returns for 5 years | 30.94 | 75.22 | 41% |
| Returns for 10 years | -4.00 | 97.34 | -4% |
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