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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$39.70
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets8.84B
Vanguard Value Index I
Price$72.46
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets207.95B
JVAIX vs VIVAX Comparison Chart in %
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JVAIX vs. VIVAX commentary
Nov 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 JVAIX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVAIX (8.84B). VIVAX pays higher dividends than JVAIX: VIVAX (1.98) vs JVAIX (1.51). 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: 36.00 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 : 3.03 vs. JVAIX (-8.43). VIVAX return over 5 years is better than : 58.95 vs. JVAIX (17.76).
| 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 | 5.613 | 9.587 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.84B | 208B | 4% |
| Annual Yield % from dividends | 1.51 | 1.98 | 76% |
| Returns for 1 year | -8.43 | 3.03 | -278% |
| Returns for 3 years | 3.00 | 28.07 | 11% |
| Returns for 5 years | 17.76 | 58.95 | 30% |
| Returns for 10 years | 51.00 | 123.49 | 41% |
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