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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$42.63
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JVAAX vs VVIAX Comparison Chart
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JVAAX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVAAX (9.47B). VVIAX pays higher dividends than JVAAX: VVIAX (2.36) vs JVAAX (1.23). JVAAX was incepted earlier than VVIAX: JVAAX (20 years) vs VVIAX (24 years). JVAAX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). JVAAX has a lower initial minimum investment than VVIAX: JVAAX (1000) vs VVIAX (3000). VVIAX (25.54) and JVAAX (24.60) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. JVAAX (20.07).
| JVAAX | VVIAX | JVAAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 21.039 | 17.922 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 184B | 5% |
| Annual Yield % from dividends | 1.23 | 2.36 | 52% |
| Returns for 1 year | 24.60 | 25.54 | 96% |
| Returns for 3 years | -3.92 | 21.55 | -18% |
| Returns for 5 years | 20.07 | 50.78 | 40% |
| Returns for 10 years | 53.36 | 110.49 | 48% |