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JIVZX vs VIVAX
JIVZX vs VIVAX Comparison
Open Charts JIVZX vs VIVAX
JPMorgan U.S. Applied Data Sci Val R2
Price$28.82
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets157.93M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
May 10, 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 JIVZX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JIVZX (158M). VIVAX pays higher dividends than JIVZX: VIVAX (2.22) vs JIVZX (1.10). JIVZX was incepted earlier than VIVAX: JIVZX (17 years) vs VIVAX (33 years). JIVZX (1.33) is less costly to investors than VIVAX (0.17). JIVZX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JIVZX has a lower initial minimum investment than VIVAX: JIVZX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. JIVZX (-0.67). VIVAX return over 5 years is better than : 72.17 vs. JIVZX (23.57).
| JIVZX | VIVAX | JIVZX / VIVAX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -1.005 | -0.958 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 184B | 0% |
| Annual Yield % from dividends | 1.10 | 2.22 | 50% |
| Returns for 1 year | -0.67 | 5.12 | -13% |
| Returns for 3 years | 7.18 | 20.66 | 35% |
| Returns for 5 years | 23.57 | 72.17 | 33% |
| Returns for 10 years | -10.74 | 96.24 | -11% |
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