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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$31.79
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JPIVX vs VIVAX Comparison Chart in %
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JPIVX vs. VIVAX commentary
Jul 06, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JPIVX (151M). VIVAX pays higher dividends than JPIVX: VIVAX (2.06) vs JPIVX (1.51). JPIVX was incepted earlier than VIVAX: JPIVX (22 years) vs VIVAX (33 years). JPIVX (0.76) is less costly to investors than VIVAX (0.17). JPIVX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). 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 : 12.04 vs. JPIVX (7.62). VIVAX return over 5 years is better than : 80.14 vs. JPIVX (32.83).
| JPIVX | VIVAX | JPIVX / VIVAX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.615 | 6.209 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.51 | 2.06 | 73% |
| Returns for 1 year | 7.62 | 12.04 | 63% |
| Returns for 3 years | 22.41 | 35.16 | 64% |
| Returns for 5 years | 32.83 | 80.14 | 41% |
| Returns for 10 years | 3.66 | 115.74 | 3% |
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