Ad is loading...
JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$37.23
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JVAIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVAIX vs. VIVIX 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 JVAIX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JVAIX (8.55B). VIVIX pays higher dividends than JVAIX: VIVIX (2.35) vs JVAIX (1.61). JVAIX was incepted earlier than VIVIX: JVAIX (20 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 : 5.12 vs. JVAIX (-1.42). VIVIX return over 5 years is better than : 72.19 vs. JVAIX (37.91).
| 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 | 20 years | 27 years | - |
| Gain YTD | -2.048 | -0.942 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 184B | 5% |
| Annual Yield % from dividends | 1.61 | 2.35 | 69% |
| Returns for 1 year | -1.42 | 5.12 | -28% |
| Returns for 3 years | -3.61 | 20.66 | -17% |
| Returns for 5 years | 37.91 | 72.19 | 53% |
| Returns for 10 years | 34.39 | 96.21 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARTQX | 14.79 | 0.11 | +0.75% |
| Artisan Mid Cap Value Investor | |||
| DIECX | 41.83 | N/A | N/A |
| BNY Mellon International Core Equity C | |||
| LICRX | 16.06 | N/A | N/A |
| Lord Abbett International Equity R3 | |||
| FACTX | 47.46 | N/A | N/A |
| Fidelity Advisor Health Care M | |||
| WGIFX | 64.76 | -0.04 | -0.06% |
| American Funds Capital World Gr&Inc F2 | |||