Ad is loading...
Ad is loading...
JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$41.85
Change-$0.04 (-0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JGAQX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGAQX vs. VVIAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JGAQX (9.47B). 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 : 25.54 vs. JGAQX (24.15). VVIAX return over 5 years is better than : 50.78 vs. JGAQX (18.35).
| 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 | 20.744 | 17.922 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 184B | 5% |
| Annual Yield % from dividends | 1.13 | 2.36 | 48% |
| Returns for 1 year | 24.15 | 25.54 | 95% |
| Returns for 3 years | -4.78 | 21.55 | -22% |
| Returns for 5 years | 18.35 | 50.78 | 36% |
| Returns for 10 years | N/A | 110.49 | - |