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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$27.56
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets154.48M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
JIVZX vs VVIAX Comparison Chart
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JIVZX vs. VVIAX commentary
Apr 18, 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: 191B vs. JIVZX (154M). VVIAX pays higher dividends than JIVZX: VVIAX (2.26) vs JIVZX (1.07). JIVZX was incepted earlier than VVIAX: JIVZX (16 years) vs VVIAX (24 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 (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 : 5.56 vs. JIVZX (-0.65). VVIAX return over 5 years is better than : 66.51 vs. JIVZX (20.97).
| 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 | 16 years | 24 years | - |
| Gain YTD | -3.832 | -3.516 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 191B | 0% |
| Annual Yield % from dividends | 1.07 | 2.26 | 47% |
| Returns for 1 year | -0.65 | 5.56 | -12% |
| Returns for 3 years | -2.32 | 10.50 | -22% |
| Returns for 5 years | 20.97 | 66.51 | 32% |
| Returns for 10 years | -12.63 | 94.16 | -13% |