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JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$38.42
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JGAQX vs VVIAX Comparison Chart in %
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JGAQX vs. VVIAX commentary
Jul 06, 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 (9.13B). VVIAX pays higher dividends than JGAQX: VVIAX (2.18) vs JGAQX (1.15). 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 : 12.03 vs. JGAQX (6.31). VVIAX return over 5 years is better than : 80.13 vs. JGAQX (37.52).
| 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 | 5.318 | 6.198 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 6.31 | 12.03 | 52% |
| Returns for 3 years | 9.58 | 35.17 | 27% |
| Returns for 5 years | 37.52 | 80.13 | 47% |
| Returns for 10 years | N/A | 115.67 | - |
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