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JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$40.21
Change-$0.16 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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JGAQX vs VVIAX Comparison Chart
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JGAQX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. JGAQX (9.34B). VVIAX pays higher dividends than JGAQX: VVIAX (2.36) vs JGAQX (1.13). JGAQX was incepted earlier than VVIAX: JGAQX (7 years) vs VVIAX (24 years). JGAQX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). JGAQX has a lower initial minimum investment than VVIAX: JGAQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. JGAQX (19.71). VVIAX return over 5 years is better than : 55.46 vs. JGAQX (17.89).
| JGAQX | VVIAX | JGAQX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 16.013 | 16.303 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 183B | 5% |
| Annual Yield % from dividends | 1.13 | 2.36 | 48% |
| Returns for 1 year | 19.71 | 24.02 | 82% |
| Returns for 3 years | -1.58 | 28.29 | -6% |
| Returns for 5 years | 17.89 | 55.46 | 32% |
| Returns for 10 years | N/A | 114.04 | - |
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