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JIVZX vs VIVIX
JIVZX vs VIVIX Comparison
Open Charts JIVZX vs VIVIX
JPMorgan U.S. Applied Data Sci Val R2
Price$28.82
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets157.93M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
JIVZX vs VIVIX Comparison Chart
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JIVZX vs. VIVIX commentary
May 10, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JIVZX (158M). VIVIX pays higher dividends than JIVZX: VIVIX (2.35) vs JIVZX (1.10). JIVZX was incepted earlier than VIVIX: JIVZX (17 years) vs VIVIX (27 years). JIVZX (1.33) is less costly to investors than VIVIX (0.04). JIVZX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). JIVZX has a lower initial minimum investment than VIVIX: JIVZX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. JIVZX (-0.67). VIVIX return over 5 years is better than : 72.19 vs. JIVZX (23.57).
| JIVZX | VIVIX | JIVZX / VIVIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -1.005 | -0.942 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 184B | 0% |
| Annual Yield % from dividends | 1.10 | 2.35 | 47% |
| Returns for 1 year | -0.67 | 5.12 | -13% |
| Returns for 3 years | 7.18 | 20.66 | 35% |
| Returns for 5 years | 23.57 | 72.19 | 33% |
| Returns for 10 years | -10.74 | 96.21 | -11% |
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