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JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$37.93
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets8.82B
Vanguard Value Index I
Price$69.07
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
JVAAX vs VIVAX Comparison Chart in %
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JVAAX vs. VIVAX commentary
Aug 08, 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 JVAAX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVAAX (8.82B). VIVAX pays higher dividends than JVAAX: VIVAX (2.06) vs JVAAX (1.21). JVAAX was incepted earlier than VIVAX: JVAAX (20 years) vs VIVAX (33 years). JVAAX (1.10) is less costly to investors than VIVAX (0.17). JVAAX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JVAAX has a lower initial minimum investment than VIVAX: JVAAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.98 vs. JVAAX (1.01). VIVAX return over 5 years is better than : 67.53 vs. JVAAX (27.69).
| JVAAX | VIVAX | JVAAX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.204 | 4.695 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 196B | 4% |
| Annual Yield % from dividends | 1.21 | 2.06 | 59% |
| Returns for 1 year | 1.01 | 9.98 | 10% |
| Returns for 3 years | 2.99 | 29.11 | 10% |
| Returns for 5 years | 27.69 | 67.53 | 41% |
| Returns for 10 years | 38.79 | 113.05 | 34% |
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