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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$29.63
Change-$0.29 (-0.97%)
VolumeN/A
Net Assets150.53M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVZX vs VIVAX Comparison Chart
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JIVZX vs. VIVAX commentary
Jun 15, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JIVZX (151M). VIVAX pays higher dividends than JIVZX: VIVAX (2.16) vs JIVZX (1.08). JIVZX was incepted earlier than VIVAX: JIVZX (17 years) vs VIVAX (33 years). JIVZX (1.33) is less costly to investors than VIVAX (0.17). JIVZX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). 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 : 8.01 vs. JIVZX (2.90). VIVAX return over 5 years is better than : 72.56 vs. JIVZX (23.15).
| JIVZX | VIVAX | JIVZX / VIVAX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 2.168 | 2.419 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.08 | 2.16 | 50% |
| Returns for 1 year | 2.90 | 8.01 | 36% |
| Returns for 3 years | 17.24 | 32.20 | 54% |
| Returns for 5 years | 23.15 | 72.56 | 32% |
| Returns for 10 years | -8.31 | 103.54 | -8% |
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