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JPIVX vs VIVIX
JPIVX vs VIVIX Comparison
Open Charts JPIVX vs VIVIX
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$66.43
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
JPIVX vs VIVIX Comparison Chart
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JPIVX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JPIVX (167M). VIVIX pays higher dividends than JPIVX: VIVIX (2.37) vs JPIVX (1.65). JPIVX was incepted earlier than VIVIX: JPIVX (22 years) vs VIVIX (26 years). JPIVX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (10.00). JPIVX has a lower initial minimum investment than VIVIX: JPIVX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.19 vs. JPIVX (9.94). VIVIX return over 5 years is better than : 41.34 vs. JPIVX (4.38).
| JPIVX | VIVIX | JPIVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 8.886 | 14.025 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 195B | 0% |
| Annual Yield % from dividends | 1.65 | 2.37 | 70% |
| Returns for 1 year | 9.94 | 15.19 | 65% |
| Returns for 3 years | 4.95 | 18.24 | 27% |
| Returns for 5 years | 4.38 | 41.34 | 11% |
| Returns for 10 years | -4.39 | 99.58 | -4% |