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JIVCX vs VIVAX
JIVCX vs VIVAX Comparison
Open Charts JIVCX vs VIVAX
JPMorgan U.S. Applied Data Sci Val C
Price$30.43
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVCX vs VIVAX Comparison Chart in %
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JIVCX vs. VIVAX commentary
Jul 06, 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 JIVCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JIVCX (151M). VIVAX pays higher dividends than JIVCX: VIVAX (2.06) vs JIVCX (1.10). JIVCX was incepted earlier than VIVAX: JIVCX (20 years) vs VIVAX (33 years). JIVCX (1.56) is less costly to investors than VIVAX (0.17). JIVCX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JIVCX has a lower initial minimum investment than VIVAX: JIVCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JIVCX (6.84). VIVAX return over 5 years is better than : 80.14 vs. JIVCX (27.08).
| JIVCX | VIVAX | JIVCX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.56 | 0.17 | 918% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 6.511 | 6.209 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.10 | 2.06 | 54% |
| Returns for 1 year | 6.84 | 12.04 | 57% |
| Returns for 3 years | 19.58 | 35.16 | 56% |
| Returns for 5 years | 27.08 | 80.14 | 34% |
| Returns for 10 years | -4.21 | 115.74 | -4% |
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