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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$37.30
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index Adm
Price$67.51
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
JVAAX vs VVIAX Comparison Chart in %
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JVAAX vs. VVIAX commentary
Jun 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAAX (8.7B). VVIAX pays higher dividends than JVAAX: VVIAX (2.28) vs JVAAX (1.23). JVAAX was incepted earlier than VVIAX: JVAAX (20 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 : 6.93 vs. JVAAX (1.06). VVIAX return over 5 years is better than : 70.82 vs. JVAAX (30.23).
| 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 | 25 years | - |
| Gain YTD | 0.242 | 2.254 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 189B | 5% |
| Annual Yield % from dividends | 1.23 | 2.28 | 54% |
| Returns for 1 year | 1.06 | 6.93 | 15% |
| Returns for 3 years | 8.96 | 35.45 | 25% |
| Returns for 5 years | 30.23 | 70.82 | 43% |
| Returns for 10 years | 33.58 | 103.30 | 33% |