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JIVZX vs VVIAX
JIVZX vs VVIAX Comparison
Open Charts JIVZX vs VVIAX
JPMorgan U.S. Applied Data Sci Val R2
Price$29.63
Change-$0.29 (-0.97%)
VolumeN/A
Net Assets150.53M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JIVZX vs VVIAX Comparison Chart
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JIVZX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JIVZX (151M). VVIAX pays higher dividends than JIVZX: VVIAX (2.28) vs JIVZX (1.08). JIVZX was incepted earlier than VVIAX: JIVZX (17 years) vs VVIAX (25 years). JIVZX (1.33) is less costly to investors than VVIAX (0.05). JIVZX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). JIVZX has a lower initial minimum investment than VVIAX: JIVZX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. JIVZX (2.90). VVIAX return over 5 years is better than : 72.56 vs. JIVZX (23.15).
| JIVZX | VVIAX | JIVZX / VVIAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.33 | 0.05 | 2,660% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 2.168 | 2.436 | 89% |
| 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 | 2.28 | 47% |
| Returns for 1 year | 2.90 | 8.01 | 36% |
| Returns for 3 years | 17.24 | 32.19 | 54% |
| Returns for 5 years | 23.15 | 72.56 | 32% |
| Returns for 10 years | -8.31 | 103.54 | -8% |
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