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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$33.94
Change+$0.27 (+0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.72
Change+$0.39 (+0.56%)
VolumeN/A
CapitalizationN/A
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JPIVX vs VIVAX Comparison Chart
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JPIVX vs. VIVAX commentary
Nov 10, 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 JPIVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JPIVX (181M). 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 : 31.29 vs. JPIVX (28.86). VIVAX return over 5 years is better than : 53.45 vs. JPIVX (13.35).
| 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 | 22.395 | 19.628 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 184B | 0% |
| Annual Yield % from dividends | 1.65 | 2.25 | 73% |
| Returns for 1 year | 28.86 | 31.29 | 92% |
| Returns for 3 years | -9.79 | 23.37 | -42% |
| Returns for 5 years | 13.35 | 53.45 | 25% |
| Returns for 10 years | 1.74 | 114.70 | 2% |