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JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$36.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets8.58B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
JVAAX vs VIVAX Comparison Chart
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JVAAX vs. VIVAX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JVAAX (8.58B). VIVAX pays higher dividends than JVAAX: VIVAX (2.22) vs JVAAX (1.26). 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 : 4.58 vs. JVAAX (-1.82). VIVAX return over 5 years is better than : 72.65 vs. JVAAX (36.55).
| 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 | -1.182 | -0.685 | 173% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 184B | 5% |
| Annual Yield % from dividends | 1.26 | 2.22 | 57% |
| Returns for 1 year | -1.82 | 4.58 | -40% |
| Returns for 3 years | -0.92 | 21.42 | -4% |
| Returns for 5 years | 36.55 | 72.65 | 50% |
| Returns for 10 years | 32.24 | 97.37 | 33% |
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