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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$40.25
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets9.14B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JVAIX vs VIVAX Comparison Chart in %
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JVAIX vs. VIVAX commentary
Sep 08, 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 JVAIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. JVAIX (9.14B). VIVAX pays higher dividends than JVAIX: VIVAX (1.99) vs JVAIX (1.48). JVAIX was incepted earlier than VIVAX: JVAIX (21 years) vs VIVAX (33 years). JVAIX (0.69) is less costly to investors than VIVAX (0.17). JVAIX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). 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 : 7.74 vs. JVAIX (0.76). VIVAX return over 5 years is better than : 70.18 vs. JVAIX (34.89).
| JVAIX | VIVAX | JVAIX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 7.076 | 7.845 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 203B | 5% |
| Annual Yield % from dividends | 1.48 | 1.99 | 74% |
| Returns for 1 year | 0.76 | 7.74 | 10% |
| Returns for 3 years | 11.94 | 36.63 | 33% |
| Returns for 5 years | 34.89 | 70.18 | 50% |
| Returns for 10 years | 57.48 | 131.64 | 44% |