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JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$35.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.48B
Vanguard Value Index Adm
Price$65.00
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets190.51B
JGAQX vs VVIAX Comparison Chart
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JGAQX vs. VVIAX commentary
May 02, 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: 191B vs. JGAQX (8.49B). VVIAX pays higher dividends than JGAQX: VVIAX (2.26) vs JGAQX (1.17). JGAQX was incepted earlier than VVIAX: JGAQX (8 years) vs VVIAX (24 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 : 6.34 vs. JGAQX (-0.93). VVIAX return over 5 years is better than : 73.92 vs. JGAQX (35.64).
| 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 | 24 years | - |
| Gain YTD | -2.467 | -1.775 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 191B | 4% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -0.93 | 6.34 | -15% |
| Returns for 3 years | -6.98 | 18.33 | -38% |
| Returns for 5 years | 35.64 | 73.92 | 48% |
| Returns for 10 years | N/A | 94.76 | - |
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