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JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$39.53
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets9.06B
JVAAX vs VIVAX Comparison Chart in %
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JVAAX vs. VIVAX commentary
Oct 09, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVAAX (9.06B). VIVAX pays higher dividends than JVAAX: VIVAX (1.97) vs JVAAX (1.16). JVAAX was incepted earlier than VIVAX: JVAAX (21 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 : 7.92 vs. JVAAX (-1.61). VIVAX return over 5 years is better than : 72.88 vs. JVAAX (30.00).
| JVAAX | VIVAX | JVAAX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 6.181 | 10.602 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 208B | 4% |
| Annual Yield % from dividends | 1.16 | 1.97 | 59% |
| Returns for 1 year | -1.61 | 7.92 | -20% |
| Returns for 3 years | 15.88 | 48.90 | 32% |
| Returns for 5 years | 30.00 | 72.88 | 41% |
| Returns for 10 years | 50.29 | 132.65 | 38% |
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