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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$32.64
Change-$0.23 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.98
Change-$0.46 (-0.66%)
VolumeN/A
CapitalizationN/A
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Nov 15, 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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JIVZX (181M). 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 : 25.75 vs. JIVZX (22.58). VIVAX return over 5 years is better than : 51.38 vs. JIVZX (8.13).
| 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 | 20.854 | 18.358 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 184B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 22.58 | 25.75 | 88% |
| Returns for 3 years | -12.55 | 21.82 | -58% |
| Returns for 5 years | 8.13 | 51.38 | 16% |
| Returns for 10 years | -4.72 | 112.16 | -4% |