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JPIVX vs VIVAX
JPIVX vs VIVAX Comparison
Open Charts JPIVX vs VIVAX
JPMorgan U.S. Applied Data Sci Val I
Price$31.32
Change-$0.42 (-1.32%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JPIVX vs VIVAX Comparison Chart
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JPIVX vs. VIVAX commentary
Feb 23, 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 JPIVX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JPIVX (171M). VIVAX pays higher dividends than JPIVX: VIVAX (2.25) vs JPIVX (1.65). JPIVX was incepted earlier than VIVAX: JPIVX (22 years) vs VIVAX (32 years). JPIVX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JPIVX: VIVAX (3000) vs JPIVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. JPIVX (8.46). VIVAX return over 5 years is better than : 47.22 vs. JPIVX (9.20).
| JPIVX | VIVAX | JPIVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 4.261 | 4.148 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.65 | 2.25 | 73% |
| Returns for 1 year | 8.46 | 13.43 | 63% |
| Returns for 3 years | 10.64 | 23.92 | 44% |
| Returns for 5 years | 9.20 | 47.22 | 19% |
| Returns for 10 years | -1.60 | 105.56 | -2% |
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