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JPIVX vs VVIAX
JPIVX vs VVIAX Comparison
Open Charts JPIVX vs VVIAX
JPMorgan U.S. Applied Data Sci Val I
Price$33.89
Change+$0.36 (+1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPIVX vs VVIAX Comparison Chart
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JPIVX vs. VVIAX commentary
Nov 22, 2024
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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JPIVX (179M). VVIAX pays higher dividends than JPIVX: VVIAX (2.36) vs JPIVX (1.65). JPIVX was incepted earlier than VVIAX: JPIVX (22 years) vs VVIAX (24 years). JPIVX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JPIVX: VVIAX (3000) vs JPIVX (1000000). VVIAX annual gain was more profitable for investors over the last year : 26.09 vs. JPIVX (23.07). VVIAX return over 5 years is better than : 53.09 vs. JPIVX (13.32).
| JPIVX | VVIAX | JPIVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 22.215 | 19.672 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 184B | 0% |
| Annual Yield % from dividends | 1.65 | 2.36 | 70% |
| Returns for 1 year | 23.07 | 26.09 | 88% |
| Returns for 3 years | -8.83 | 24.77 | -36% |
| Returns for 5 years | 13.32 | 53.09 | 25% |
| Returns for 10 years | -0.17 | 112.26 | -0% |