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JVACX vs VIVAX
JVACX vs VIVAX Comparison
Open Charts JVACX vs VIVAX
JPMorgan Value Advantage C
Price$36.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets8.59B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
JVACX vs VIVAX Comparison Chart
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JVACX vs. VIVAX commentary
May 10, 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 JVACX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JVACX (8.59B). VIVAX pays higher dividends than JVACX: VIVAX (2.22) vs JVACX (0.73). JVACX was incepted earlier than VIVAX: JVACX (20 years) vs VIVAX (33 years). JVACX (1.60) is less costly to investors than VIVAX (0.17). JVACX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JVACX has a lower initial minimum investment than VIVAX: JVACX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.69 vs. JVACX (-2.22). VIVAX return over 5 years is better than : 72.83 vs. JVACX (34.01).
| JVACX | VIVAX | JVACX / VIVAX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.234 | -0.579 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 184B | 5% |
| Annual Yield % from dividends | 0.73 | 2.22 | 33% |
| Returns for 1 year | -2.22 | 4.69 | -47% |
| Returns for 3 years | -1.71 | 21.55 | -8% |
| Returns for 5 years | 34.01 | 72.83 | 47% |
| Returns for 10 years | 27.79 | 97.58 | 28% |
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