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JVAIX vs VVIAX
JVAIX vs VVIAX Comparison
Open Charts JVAIX vs VVIAX
JPMorgan Value Advantage L
Price$39.70
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets8.84B
Vanguard Value Index Adm
Price$72.45
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets207.95B
JVAIX vs VVIAX Comparison Chart in %
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JVAIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JVAIX (8.84B). VVIAX pays higher dividends than JVAIX: VVIAX (2.09) vs JVAIX (1.51). 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: 36.00 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 : 3.04 vs. JVAIX (-8.43). VVIAX return over 5 years is better than : 58.96 vs. JVAIX (17.76).
| 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 | 5.613 | 9.594 | 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 | 2.09 | 72% |
| Returns for 1 year | -8.43 | 3.04 | -277% |
| Returns for 3 years | 3.00 | 28.07 | 11% |
| Returns for 5 years | 17.76 | 58.96 | 30% |
| Returns for 10 years | 51.00 | 123.39 | 41% |
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