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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$31.57
Change-$0.09 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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JIVZX vs VVIAX Comparison Chart
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JIVZX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. JIVZX (176M). VVIAX pays higher dividends than JIVZX: VVIAX (2.36) vs JIVZX (1.16). JIVZX was incepted earlier than VVIAX: JIVZX (16 years) vs VVIAX (24 years). JIVZX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). 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 : 24.02 vs. JIVZX (19.40). VVIAX return over 5 years is better than : 55.46 vs. JIVZX (7.53).
| JIVZX | VVIAX | JIVZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 16.546 | 16.303 | 101% |
| 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 | 2.36 | 49% |
| Returns for 1 year | 19.40 | 24.02 | 81% |
| Returns for 3 years | -8.73 | 28.29 | -31% |
| Returns for 5 years | 7.53 | 55.46 | 14% |
| Returns for 10 years | -6.08 | 114.04 | -5% |