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JVAIX vs VVIAX
JVAIX vs VVIAX Comparison
Open Charts JVAIX vs VVIAX
JPMorgan Value Advantage L
Price$35.53
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
JVAIX vs VVIAX Comparison Chart
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JVAIX vs. VVIAX commentary
Apr 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JVAIX (8.21B). VVIAX pays higher dividends than JVAIX: VVIAX (2.26) vs JVAIX (1.56). JVAIX was incepted earlier than VVIAX: JVAIX (20 years) vs VVIAX (24 years). JVAIX (0.69) is less costly to investors than VVIAX (0.05). JVAIX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVAIX: VVIAX (3000) vs JVAIX (3000000). VVIAX annual gain was more profitable for investors over the last year : 4.49 vs. JVAIX (-2.22). VVIAX return over 5 years is better than : 64.55 vs. JVAIX (33.16).
| JVAIX | VVIAX | JVAIX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -6.092 | -4.652 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 191B | 4% |
| Annual Yield % from dividends | 1.56 | 2.26 | 69% |
| Returns for 1 year | -2.22 | 4.49 | -50% |
| Returns for 3 years | -10.64 | 9.27 | -115% |
| Returns for 5 years | 33.16 | 64.55 | 51% |
| Returns for 10 years | 30.03 | 90.25 | 33% |
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