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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$31.22
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets173.5M
Vanguard Value Index I
Price$68.68
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
JPIVX vs VIVAX Comparison Chart
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JPIVX vs. VIVAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JPIVX (174M). 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 : 17.27 vs. JPIVX (12.33). VIVAX return over 5 years is better than : 47.22 vs. JPIVX (9.17).
| 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 | 3.928 | 3.966 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 184B | 0% |
| Annual Yield % from dividends | 1.65 | 2.25 | 73% |
| Returns for 1 year | 12.33 | 17.27 | 71% |
| Returns for 3 years | 9.25 | 22.82 | 41% |
| Returns for 5 years | 9.17 | 47.22 | 19% |
| Returns for 10 years | 1.64 | 110.28 | 1% |
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