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JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$36.36
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets8.68B
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
JGAQX vs VVIAX Comparison Chart
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JGAQX vs. VVIAX commentary
Jun 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 JGAQX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JGAQX (8.68B). VVIAX pays higher dividends than JGAQX: VVIAX (2.28) vs JGAQX (1.18). JGAQX was incepted earlier than VVIAX: JGAQX (8 years) vs VVIAX (25 years). JGAQX (1.53) is less costly to investors than VVIAX (0.05). JGAQX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). 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 : 6.91 vs. JGAQX (-0.04). VVIAX return over 5 years is better than : 59.00 vs. JGAQX (18.29).
| JGAQX | VVIAX | JGAQX / VVIAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.53 | 0.05 | 3,060% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.192 | 1.452 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 189B | 5% |
| Annual Yield % from dividends | 1.18 | 2.28 | 52% |
| Returns for 1 year | -0.04 | 6.91 | -1% |
| Returns for 3 years | -3.97 | 20.08 | -20% |
| Returns for 5 years | 18.29 | 59.00 | 31% |
| Returns for 10 years | N/A | 103.66 | - |
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