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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$32.59
Change-$0.10 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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JPIVX vs VVIAX Comparison Chart
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JPIVX vs. VVIAX commentary
Sep 21, 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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. JPIVX (176M). 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 : 20.40 vs. JPIVX (17.14). VVIAX return over 5 years is better than : 54.20 vs. JPIVX (10.31).
| 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 | 16.018 | 15.359 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 183B | 0% |
| Annual Yield % from dividends | 1.65 | 2.36 | 70% |
| Returns for 1 year | 17.14 | 20.40 | 84% |
| Returns for 3 years | -8.92 | 25.00 | -36% |
| Returns for 5 years | 10.31 | 54.20 | 19% |
| Returns for 10 years | -3.51 | 109.21 | -3% |