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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$30.28
Change-$0.41 (-1.34%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JIVZX (171M). 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 : 13.43 vs. JIVZX (7.59). VIVAX return over 5 years is better than : 47.22 vs. JIVZX (5.37).
| 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 | 4.162 | 4.148 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 7.59 | 13.43 | 57% |
| Returns for 3 years | 8.57 | 23.92 | 36% |
| Returns for 5 years | 5.37 | 47.22 | 11% |
| Returns for 10 years | -7.21 | 105.56 | -7% |
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