Ad is loading...
JIVZX vs VVIAX
JIVZX vs VVIAX Comparison
Open Charts JIVZX vs VVIAX
JPMorgan U.S. Applied Data Sci Val R2
Price$32.64
Change-$0.23 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.97
Change-$0.45 (-0.65%)
VolumeN/A
CapitalizationN/A
JIVZX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIVZX vs. VVIAX commentary
Nov 15, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JIVZX (181M). 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 : 25.78 vs. JIVZX (22.58). VVIAX return over 5 years is better than : 51.38 vs. JIVZX (8.13).
| 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 | 20.854 | 18.385 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 184B | 0% |
| Annual Yield % from dividends | 1.16 | 2.36 | 49% |
| Returns for 1 year | 22.58 | 25.78 | 88% |
| Returns for 3 years | -12.55 | 21.81 | -58% |
| Returns for 5 years | 8.13 | 51.38 | 16% |
| Returns for 10 years | -4.72 | 112.22 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...