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JVAAX vs VIVIX
JVAAX vs VIVIX Comparison
Open Charts JVAAX vs VIVIX
JPMorgan Value Advantage A
Price$37.93
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets8.82B
Vanguard Value Index I
Price$69.05
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.81B
JVAAX vs VIVIX Comparison Chart in %
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JVAAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVAAX (8.82B). VIVIX pays higher dividends than JVAAX: VIVIX (2.19) vs JVAAX (1.21). JVAAX was incepted earlier than VIVIX: JVAAX (20 years) vs VIVIX (27 years). JVAAX (1.10) is less costly to investors than VIVIX (0.04). JVAAX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVAAX has a lower initial minimum investment than VIVIX: JVAAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.99 vs. JVAAX (1.01). VIVIX return over 5 years is better than : 67.54 vs. JVAAX (27.69).
| JVAAX | VIVIX | JVAAX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 2.204 | 4.715 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.82B | 196B | 4% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 1.01 | 9.99 | 10% |
| Returns for 3 years | 2.99 | 29.11 | 10% |
| Returns for 5 years | 27.69 | 67.54 | 41% |
| Returns for 10 years | 38.79 | 113.02 | 34% |
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