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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$28.48
Change-$0.35 (-1.21%)
VolumeN/A
Net Assets154.48M
Vanguard Value Index I
Price$62.97
Change-$0.75 (-1.18%)
VolumeN/A
Net Assets190.51B
JPIVX vs VIVAX Comparison Chart
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JPIVX vs. VIVAX commentary
Apr 17, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JPIVX (154M). VIVAX pays higher dividends than JPIVX: VIVAX (2.14) vs JPIVX (1.55). JPIVX was incepted earlier than VIVAX: JPIVX (22 years) vs VIVAX (32 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 (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 : 5.55 vs. JPIVX (0.11). VIVAX return over 5 years is better than : 66.50 vs. JPIVX (25.31).
| 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 | 32 years | - |
| Gain YTD | -3.712 | -3.517 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 191B | 0% |
| Annual Yield % from dividends | 1.55 | 2.14 | 72% |
| Returns for 1 year | 0.11 | 5.55 | 2% |
| Returns for 3 years | -0.42 | 10.48 | -4% |
| Returns for 5 years | 25.31 | 66.50 | 38% |
| Returns for 10 years | -7.42 | 94.13 | -8% |