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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$31.22
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets173.5M
Vanguard Value Index I
Price$68.65
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
JPIVX vs VIVIX Comparison Chart
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JPIVX vs. VIVIX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JPIVX (174M). 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 : 18.23 vs. JPIVX (12.33). VIVIX return over 5 years is better than : 46.53 vs. JPIVX (9.17).
| 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 | 3.928 | 4.468 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 184B | 0% |
| Annual Yield % from dividends | 1.65 | 2.37 | 70% |
| Returns for 1 year | 12.33 | 18.23 | 68% |
| Returns for 3 years | 9.25 | 23.39 | 40% |
| Returns for 5 years | 9.17 | 46.53 | 20% |
| Returns for 10 years | 1.64 | 111.22 | 1% |
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