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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$29.99
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets171.52M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B 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 : 18.19 vs. JIVZX (12.70). VIVAX return over 5 years is better than : 44.18 vs. JIVZX (2.43).
| 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 | 3.165 | 3.194 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 184B | 0% |
| Annual Yield % from dividends | 1.16 | 2.25 | 52% |
| Returns for 1 year | 12.70 | 18.19 | 70% |
| Returns for 3 years | 3.56 | 18.46 | 19% |
| Returns for 5 years | 2.43 | 44.18 | 6% |
| Returns for 10 years | -3.42 | 111.10 | -3% |