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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$29.80
Change-$0.19 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Dec 19, 2024
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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JIVZX (172M). VIVAX pays higher dividends than JIVZX: VIVAX (2.25) vs JIVZX (1.16). JIVZX was incepted earlier than VIVAX: JIVZX (16 years) vs VIVAX (32 years). JIVZX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). 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 : 16.42 vs. JIVZX (11.38). VIVAX return over 5 years is better than : 44.64 vs. JIVZX (3.62).
| JIVZX | VIVAX | JIVZX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 10.339 | 16.008 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 195B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 11.38 | 16.42 | 69% |
| Returns for 3 years | 5.61 | 20.48 | 27% |
| Returns for 5 years | 3.62 | 44.64 | 8% |
| Returns for 10 years | -7.43 | 104.82 | -7% |