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JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$40.25
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets9.14B
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JVAIX vs VIVIX Comparison Chart in %
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JVAIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. JVAIX (9.14B). VIVIX pays higher dividends than JVAIX: VIVIX (2.11) vs JVAIX (1.48). JVAIX was incepted earlier than VIVIX: JVAIX (21 years) vs VIVIX (27 years). JVAIX (0.69) is less costly to investors than VIVIX (0.04). JVAIX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVAIX has a lower initial minimum investment than VIVIX: JVAIX (3000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. JVAIX (0.76). VIVIX return over 5 years is better than : 70.16 vs. JVAIX (34.89).
| JVAIX | VIVIX | JVAIX / VIVIX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 7.076 | 7.866 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 203B | 5% |
| Annual Yield % from dividends | 1.48 | 2.11 | 70% |
| Returns for 1 year | 0.76 | 7.74 | 10% |
| Returns for 3 years | 11.94 | 36.61 | 33% |
| Returns for 5 years | 34.89 | 70.16 | 50% |
| Returns for 10 years | 57.48 | 131.61 | 44% |
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