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JGAQX vs VIVAX
JGAQX vs VIVAX Comparison
Open Charts JGAQX vs VIVAX
JPMorgan Value Advantage R2
Price$37.84
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets8.77B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
JGAQX vs VIVAX Comparison Chart in %
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JGAQX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JGAQX (8.77B). VIVAX pays higher dividends than JGAQX: VIVAX (1.98) vs JGAQX (1.13). 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: 36.00 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 : 5.05 vs. JGAQX (-8.43). VIVAX return over 5 years is better than : 62.93 vs. JGAQX (16.17).
| 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 | 3.728 | 9.329 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 208B | 4% |
| Annual Yield % from dividends | 1.13 | 1.98 | 57% |
| Returns for 1 year | -8.43 | 5.05 | -167% |
| Returns for 3 years | 1.82 | 30.23 | 6% |
| Returns for 5 years | 16.17 | 62.93 | 26% |
| Returns for 10 years | N/A | 123.10 | - |
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