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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$28.48
Change-$0.35 (-1.21%)
VolumeN/A
Net Assets154.48M
Vanguard Value Index I
Price$62.95
Change-$0.75 (-1.18%)
VolumeN/A
Net Assets190.51B
JPIVX vs VIVIX Comparison Chart
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JPIVX vs. VIVIX commentary
Apr 17, 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: 191B vs. JPIVX (154M). VIVIX pays higher dividends than JPIVX: VIVIX (2.27) vs JPIVX (1.55). 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 (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 : 5.56 vs. JPIVX (0.11). VIVIX return over 5 years is better than : 66.52 vs. JPIVX (25.31).
| 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 | -3.712 | -3.502 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 191B | 0% |
| Annual Yield % from dividends | 1.55 | 2.27 | 68% |
| Returns for 1 year | 0.11 | 5.56 | 2% |
| Returns for 3 years | -0.42 | 10.50 | -4% |
| Returns for 5 years | 25.31 | 66.52 | 38% |
| Returns for 10 years | -7.42 | 94.16 | -8% |