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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$31.79
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JPIVX vs VIVIX Comparison Chart in %
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JPIVX vs. VIVIX commentary
Jul 06, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JPIVX (151M). VIVIX pays higher dividends than JPIVX: VIVIX (2.19) vs JPIVX (1.51). JPIVX was incepted earlier than VIVIX: JPIVX (22 years) vs VIVIX (27 years). JPIVX (0.76) is less costly to investors than VIVIX (0.04). JPIVX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). 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 : 12.05 vs. JPIVX (7.62). VIVIX return over 5 years is better than : 80.14 vs. JPIVX (32.83).
| JPIVX | VIVIX | JPIVX / VIVIX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 6.615 | 6.215 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.51 | 2.19 | 69% |
| Returns for 1 year | 7.62 | 12.05 | 63% |
| Returns for 3 years | 22.41 | 35.17 | 64% |
| Returns for 5 years | 32.83 | 80.14 | 41% |
| Returns for 10 years | 3.66 | 115.68 | 3% |
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