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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$36.11
Change-$1.77 (-4.67%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JVAAX vs VVIAX Comparison Chart
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JVAAX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVAAX (8.94B). VVIAX pays higher dividends than JVAAX: VVIAX (2.26) vs JVAAX (1.22). JVAAX was incepted earlier than VVIAX: JVAAX (20 years) vs VVIAX (24 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 (10.00). 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 : 7.67 vs. JVAAX (0.98). VVIAX return over 5 years is better than : 101.69 vs. JVAAX (62.63).
| 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 | 20 years | 24 years | - |
| Gain YTD | 1.801 | 2.421 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 195B | 5% |
| Annual Yield % from dividends | 1.22 | 2.26 | 54% |
| Returns for 1 year | 0.98 | 7.67 | 13% |
| Returns for 3 years | -3.97 | 17.36 | -23% |
| Returns for 5 years | 62.63 | 101.69 | 62% |
| Returns for 10 years | 36.64 | 106.86 | 34% |
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