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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$29.79
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets157.93M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JPIVX vs VVIAX Comparison Chart
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JPIVX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JPIVX (158M). VVIAX pays higher dividends than JPIVX: VVIAX (2.34) vs JPIVX (1.59). JPIVX was incepted earlier than VVIAX: JPIVX (22 years) vs VVIAX (25 years). JPIVX (0.76) is less costly to investors than VVIAX (0.05). JPIVX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). 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 : 5.12 vs. JPIVX (0.06). VVIAX return over 5 years is better than : 72.19 vs. JPIVX (27.98).
| JPIVX | VVIAX | JPIVX / VVIAX | |
| Total Expense Ratio | 0.49 | 0.05 | 980% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.873 | -0.957 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 184B | 0% |
| Annual Yield % from dividends | 1.59 | 2.34 | 68% |
| Returns for 1 year | 0.06 | 5.12 | 1% |
| Returns for 3 years | 9.20 | 20.66 | 45% |
| Returns for 5 years | 27.98 | 72.19 | 39% |
| Returns for 10 years | -5.42 | 96.21 | -6% |
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