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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$29.79
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets157.93M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JPIVX vs VIVIX Comparison Chart
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JPIVX vs. VIVIX commentary
May 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JPIVX (158M). VIVIX pays higher dividends than JPIVX: VIVIX (2.35) vs JPIVX (1.59). 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 : 5.12 vs. JPIVX (0.06). VIVIX return over 5 years is better than : 72.19 vs. JPIVX (27.98).
| 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 | -0.873 | -0.942 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.35 | 68% |
| Returns for 1 year | 0.06 | 5.12 | 1% |
| Returns for 3 years | 9.20 | 20.66 | 45% |
| Returns for 5 years | 27.98 | 72.19 | 39% |
| Returns for 10 years | -5.42 | 96.21 | -6% |
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