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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$30.72
Change-$0.31 (-1.00%)
VolumeN/A
Net Assets152M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVRX vs VVIAX Comparison Chart
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JIVRX vs. VVIAX commentary
Jun 15, 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: 189B vs. JIVRX (152M). VVIAX pays higher dividends than JIVRX: VVIAX (2.28) vs JIVRX (1.60). 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 : 8.01 vs. JIVRX (4.69). VVIAX return over 5 years is better than : 72.56 vs. JIVRX (29.28).
| 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 | 3.338 | 2.436 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 189B | 0% |
| Annual Yield % from dividends | 1.60 | 2.28 | 70% |
| Returns for 1 year | 4.69 | 8.01 | 59% |
| Returns for 3 years | 20.81 | 32.19 | 65% |
| Returns for 5 years | 29.28 | 72.56 | 40% |
| Returns for 10 years | -0.83 | 103.54 | -1% |
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