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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$28.63
Change+$0.36 (+1.27%)
VolumeN/A
Net Assets151.07M
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JIVRX vs VVIAX Comparison Chart
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JIVRX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JIVRX (151M). VVIAX pays higher dividends than JIVRX: VVIAX (2.26) vs JIVRX (1.59). JIVRX was incepted earlier than VVIAX: JIVRX (19 years) vs VVIAX (24 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 (10.00). 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 : 0.71 vs. JIVRX (-4.31). VVIAX return over 5 years is better than : 64.28 vs. JIVRX (24.08).
| 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 | 24 years | - |
| Gain YTD | -5.854 | -5.728 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 191B | 0% |
| Annual Yield % from dividends | 1.59 | 2.26 | 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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