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JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$37.84
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets8.77B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
JGAQX vs VVIAX Comparison Chart in %
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JGAQX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JGAQX (8.77B). VVIAX pays higher dividends than JGAQX: VVIAX (2.09) vs JGAQX (1.13). 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: 36.00 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 : 5.07 vs. JGAQX (-8.43). VVIAX return over 5 years is better than : 62.97 vs. JGAQX (16.17).
| 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 | 3.728 | 9.352 | 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 | 2.09 | 54% |
| Returns for 1 year | -8.43 | 5.07 | -166% |
| Returns for 3 years | 1.82 | 30.25 | 6% |
| Returns for 5 years | 16.17 | 62.97 | 26% |
| Returns for 10 years | N/A | 123.10 | - |
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