JGRUX
Price
$89.09
Change
+$0.57 (+0.64%)
Updated
Oct 17 closing price
Net Assets
6.41B
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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JGRUX vs VIVAX

Header iconJGRUX vs VIVAX Comparison
Open Charts JGRUX vs VIVAXBanner chart's image
JPMorgan US Value R4
Price$89.09
Change+$0.57 (+0.64%)
VolumeN/A
Net Assets6.41B
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
JGRUX vs VIVAX Comparison Chart in %
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JGRUX vs. VIVAX commentary
Oct 18, 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 JGRUX is a Hold and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JGRUX (6.41B). VIVAX pays higher dividends than JGRUX: VIVAX (1.97) vs JGRUX (1.23). JGRUX was incepted earlier than VIVAX: JGRUX (8 years) vs VIVAX (33 years). JGRUX (0.76) is less costly to investors than VIVAX (0.17). JGRUX is a more actively managed with annual turnover of: 185.00 vs. VIVAX (9.00). JGRUX has a lower initial minimum investment than VIVAX: JGRUX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. JGRUX (2.77). JGRUX return over 5 years is better than : 77.49 vs. VIVAX (71.78).
JGRUXVIVAXJGRUX / VIVAX
Total Expense Ratio0.690.17406%
Annual Report Gross Expense Ratio0.760.17447%
Fund Existence8 years33 years-
Gain YTD8.5769.73888%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B208B3%
Annual Yield % from dividends1.231.9762%
Returns for 1 year2.774.6360%
Returns for 3 years43.1542.99100%
Returns for 5 years77.4971.78108%
Returns for 10 yearsN/A129.45-
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