Ad is loading...
JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$42.64
Change+$0.12 (+0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVAIX vs VIVAX Comparison Chart
Loading...
JVAIX vs. VIVAX commentary
Oct 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 JVAIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. JVAIX (9.53B). VIVAX pays higher dividends than JVAIX: VIVAX (2.25) vs JVAIX (1.54). JVAIX was incepted earlier than VIVAX: JVAIX (20 years) vs VIVAX (32 years). JVAIX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JVAIX: VIVAX (3000) vs JVAIX (3000000). VIVAX annual gain was more profitable for investors over the last year : 27.95 vs. JVAIX (24.38). VIVAX return over 5 years is better than : 59.60 vs. JVAIX (25.75).
| JVAIX | VIVAX | JVAIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 19.640 | 19.045 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 186B | 5% |
| Annual Yield % from dividends | 1.54 | 2.25 | 68% |
| Returns for 1 year | 24.38 | 27.95 | 87% |
| Returns for 3 years | -1.94 | 26.38 | -7% |
| Returns for 5 years | 25.75 | 59.60 | 43% |
| Returns for 10 years | 69.32 | 130.56 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers