Ad is loading...
JVACX vs VVIAX
JVACX vs VVIAX Comparison
Open Charts JVACX vs VVIAX
JPMorgan Value Advantage C
Price$36.81
Change+$0.19 (+0.52%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JVACX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVACX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVACX (8.55B). VVIAX pays higher dividends than JVACX: VVIAX (2.34) vs JVACX (0.73). JVACX was incepted earlier than VVIAX: JVACX (20 years) vs VVIAX (25 years). JVACX (1.60) is less costly to investors than VVIAX (0.05). JVACX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVACX has a lower initial minimum investment than VVIAX: JVACX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. JVACX (-1.87). VVIAX return over 5 years is better than : 72.19 vs. JVACX (33.32).
| JVACX | VVIAX | JVACX / VVIAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.744 | -0.957 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 184B | 5% |
| Annual Yield % from dividends | 0.73 | 2.34 | 31% |
| Returns for 1 year | -1.87 | 5.12 | -37% |
| Returns for 3 years | -2.73 | 20.66 | -13% |
| Returns for 5 years | 33.32 | 72.19 | 46% |
| Returns for 10 years | 26.67 | 96.21 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...