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JIVZX vs VIVAX
JIVZX vs VIVAX Comparison
Open Charts JIVZX vs VIVAX
JPMorgan U.S. Applied Data Sci Val R2
Price$30.76
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets150.71M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JIVZX vs VIVAX Comparison Chart in %
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JIVZX vs. VIVAX commentary
Jul 07, 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 JIVZX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JIVZX (151M). VIVAX pays higher dividends than JIVZX: VIVAX (2.06) vs JIVZX (1.16). JIVZX was incepted earlier than VIVAX: JIVZX (17 years) vs VIVAX (33 years). JIVZX (1.33) is less costly to investors than VIVAX (0.17). JIVZX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). JIVZX has a lower initial minimum investment than VIVAX: JIVZX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JIVZX (6.99). VIVAX return over 5 years is better than : 80.14 vs. JIVZX (28.41).
| JIVZX | VIVAX | JIVZX / VIVAX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 6.501 | 6.209 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 189B | 0% |
| Annual Yield % from dividends | 1.16 | 2.06 | 56% |
| Returns for 1 year | 6.99 | 12.04 | 58% |
| Returns for 3 years | 20.14 | 35.16 | 57% |
| Returns for 5 years | 28.41 | 80.14 | 35% |
| Returns for 10 years | -2.18 | 115.74 | -2% |
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