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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$36.13
Change+$0.51 (+1.43%)
VolumeN/A
Net Assets8.33B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
JVAAX vs VVIAX Comparison Chart
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JVAAX vs. VVIAX commentary
Apr 25, 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: 191B vs. JVAAX (8.33B). 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 : 3.38 vs. JVAAX (-3.62). VVIAX return over 5 years is better than : 69.91 vs. JVAAX (36.08).
| 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 | -4.273 | -3.426 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 191B | 4% |
| Annual Yield % from dividends | 1.22 | 2.26 | 54% |
| Returns for 1 year | -3.62 | 3.38 | -107% |
| Returns for 3 years | -8.46 | 12.73 | -66% |
| Returns for 5 years | 36.08 | 69.91 | 52% |
| Returns for 10 years | 28.70 | 92.47 | 31% |
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