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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$31.32
Change-$0.42 (-1.32%)
VolumeN/A
Net Assets170.98M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JPIVX vs VIVIX Comparison Chart
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JPIVX vs. VIVIX commentary
Feb 23, 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JPIVX (171M). VIVIX pays higher dividends than JPIVX: VIVIX (2.37) vs JPIVX (1.65). JPIVX was incepted earlier than VIVIX: JPIVX (22 years) vs VIVIX (27 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 : 13.44 vs. JPIVX (8.46). VIVIX return over 5 years is better than : 47.20 vs. JPIVX (9.20).
| JPIVX | VIVIX | JPIVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 4.261 | 4.165 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 193B | 0% |
| Annual Yield % from dividends | 1.65 | 2.37 | 70% |
| Returns for 1 year | 8.46 | 13.44 | 63% |
| Returns for 3 years | 10.64 | 23.92 | 45% |
| Returns for 5 years | 9.20 | 47.20 | 19% |
| Returns for 10 years | -1.60 | 105.52 | -2% |