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JVAIX vs VVIAX
JVAIX vs VVIAX Comparison
Open Charts JVAIX vs VVIAX
JPMorgan Value Advantage L
Price$40.03
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets9.08B
Vanguard Value Index Adm
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets207.8B
JVAIX vs VVIAX Comparison Chart in %
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JVAIX vs. VVIAX commentary
Oct 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JVAIX (9.08B). VVIAX pays higher dividends than JVAIX: VVIAX (2.08) vs JVAIX (1.49). JVAIX was incepted earlier than VVIAX: JVAIX (21 years) vs VVIAX (25 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 (9.00). 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 : 8.20 vs. JVAIX (-0.93). VVIAX return over 5 years is better than : 73.45 vs. JVAIX (32.74).
| 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 | 21 years | 25 years | - |
| Gain YTD | 6.731 | 10.746 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08B | 208B | 4% |
| Annual Yield % from dividends | 1.49 | 2.08 | 71% |
| Returns for 1 year | -0.93 | 8.20 | -11% |
| Returns for 3 years | 17.41 | 49.09 | 35% |
| Returns for 5 years | 32.74 | 73.45 | 45% |
| Returns for 10 years | 55.61 | 132.91 | 42% |
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