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JGAQX vs VIVIX
JGAQX vs VIVIX Comparison
Open Charts JGAQX vs VIVIX
JPMorgan Value Advantage R2
Price$40.21
Change-$0.16 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JGAQX vs VIVIX Comparison Chart
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JGAQX vs. VIVIX commentary
Sep 21, 2024
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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. JGAQX (9.34B). VIVIX pays higher dividends than JGAQX: VIVIX (2.37) vs JGAQX (1.13). JGAQX was incepted earlier than VIVIX: JGAQX (7 years) vs VIVIX (26 years). JGAQX is a more actively managed with annual turnover of: 24.00 vs. VIVIX (10.00). JGAQX has a lower initial minimum investment than VIVIX: JGAQX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 24.01 vs. JGAQX (19.71). VIVIX return over 5 years is better than : 55.47 vs. JGAQX (17.89).
| JGAQX | VIVIX | JGAQX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 16.013 | 16.286 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 183B | 5% |
| Annual Yield % from dividends | 1.13 | 2.37 | 48% |
| Returns for 1 year | 19.71 | 24.01 | 82% |
| Returns for 3 years | -1.58 | 28.27 | -6% |
| Returns for 5 years | 17.89 | 55.47 | 32% |
| Returns for 10 years | N/A | 114.02 | - |
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