Ad is loading...
JPIVX vs VIVAX
JPIVX vs VIVAX Comparison
Open Charts JPIVX vs VIVAX
JPMorgan U.S. Applied Data Sci Val I
Price$30.06
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
JPIVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPIVX vs. VIVAX commentary
Dec 23, 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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JPIVX (167M). 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 : 15.15 vs. JPIVX (9.94). VIVAX return over 5 years is better than : 41.35 vs. JPIVX (4.38).
| 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 | 8.886 | 14.000 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.65 | 2.25 | 73% |
| Returns for 1 year | 9.94 | 15.15 | 66% |
| Returns for 3 years | 4.95 | 18.25 | 27% |
| Returns for 5 years | 4.38 | 41.35 | 11% |
| Returns for 10 years | -4.39 | 99.53 | -4% |