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JGAQX vs VIVAX
JGAQX vs VIVAX Comparison
Open Charts JGAQX vs VIVAX
JPMorgan Value Advantage R2
Price$39.03
Change+$0.35 (+0.90%)
VolumeN/A
Net Assets9.17B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JGAQX vs VIVAX Comparison Chart in %
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JGAQX vs. VIVAX commentary
Sep 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 JGAQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. JGAQX (9.17B). VIVAX pays higher dividends than JGAQX: VIVAX (1.99) vs JGAQX (1.11). JGAQX was incepted earlier than VIVAX: JGAQX (8 years) vs VIVAX (33 years). JGAQX (1.53) is less costly to investors than VIVAX (0.17). JGAQX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JGAQX has a lower initial minimum investment than VIVAX: JGAQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.09 vs. JGAQX (-1.55). VIVAX return over 5 years is better than : 70.73 vs. JGAQX (29.44).
| JGAQX | VIVAX | JGAQX / VIVAX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 6.031 | 8.193 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 203B | 5% |
| Annual Yield % from dividends | 1.11 | 1.99 | 56% |
| Returns for 1 year | -1.55 | 8.09 | -19% |
| Returns for 3 years | 8.61 | 37.08 | 23% |
| Returns for 5 years | 29.44 | 70.73 | 42% |
| Returns for 10 years | N/A | 132.39 | - |
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