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JIVCX vs VIVIX
JIVCX vs VIVIX Comparison
Open Charts JIVCX vs VIVIX
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$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVCX vs VIVIX Comparison Chart in %
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JIVCX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JIVCX (151M). VIVIX pays higher dividends than JIVCX: VIVIX (2.19) vs JIVCX (1.10). JIVCX was incepted earlier than VIVIX: JIVCX (20 years) vs VIVIX (27 years). JIVCX (1.56) is less costly to investors than VIVIX (0.04). JIVCX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). JIVCX has a lower initial minimum investment than VIVIX: JIVCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. JIVCX (6.84). VIVIX return over 5 years is better than : 80.14 vs. JIVCX (27.08).
| JIVCX | VIVIX | JIVCX / VIVIX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 6.511 | 6.215 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.10 | 2.19 | 50% |
| Returns for 1 year | 6.84 | 12.05 | 57% |
| Returns for 3 years | 19.58 | 35.17 | 56% |
| Returns for 5 years | 27.08 | 80.14 | 34% |
| Returns for 10 years | -4.21 | 115.68 | -4% |
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