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JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$38.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.77B
Vanguard Value Index I
Price$72.17
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
JVAAX vs VIVAX Comparison Chart in %
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JVAAX vs. VIVAX commentary
Nov 20, 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 (8.77B). VIVAX pays higher dividends than JVAAX: VIVAX (1.98) vs JVAAX (1.18). 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: 36.00 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 : 4.74 vs. JVAAX (-8.30). VIVAX return over 5 years is better than : 62.22 vs. JVAAX (17.52).
| 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 | 4.166 | 9.390 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 208B | 4% |
| Annual Yield % from dividends | 1.18 | 1.98 | 60% |
| Returns for 1 year | -8.30 | 4.74 | -175% |
| Returns for 3 years | 2.96 | 30.30 | 10% |
| Returns for 5 years | 17.52 | 62.22 | 28% |
| Returns for 10 years | 45.00 | 123.22 | 37% |
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