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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$39.53
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets9.06B
Vanguard Value Index Adm
Price$72.95
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets207.8B
JVAAX vs VVIAX Comparison Chart in %
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JVAAX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JVAAX (9.06B). VVIAX pays higher dividends than JVAAX: VVIAX (2.08) vs JVAAX (1.16). JVAAX was incepted earlier than VVIAX: JVAAX (21 years) vs VVIAX (25 years). JVAAX (1.10) is less costly to investors than VVIAX (0.05). JVAAX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVAAX has a lower initial minimum investment than VVIAX: JVAAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. JVAAX (-1.61). VVIAX return over 5 years is better than : 72.92 vs. JVAAX (30.00).
| JVAAX | VVIAX | JVAAX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 6.181 | 10.594 | 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 | 2.08 | 56% |
| Returns for 1 year | -1.61 | 7.91 | -20% |
| Returns for 3 years | 15.88 | 48.89 | 32% |
| Returns for 5 years | 30.00 | 72.92 | 41% |
| Returns for 10 years | 50.29 | 132.59 | 38% |
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