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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$31.57
Change-$0.09 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JIVZX (176M). 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 : 23.98 vs. JIVZX (19.40). VIVAX return over 5 years is better than : 55.44 vs. JIVZX (7.53).
| 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 | 16.546 | 16.261 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 183B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 19.40 | 23.98 | 81% |
| Returns for 3 years | -8.73 | 28.28 | -31% |
| Returns for 5 years | 7.53 | 55.44 | 14% |
| Returns for 10 years | -6.08 | 113.95 | -5% |