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JVAIX vs VVIAX
JVAIX vs VVIAX Comparison
Open Charts JVAIX vs VVIAX
JPMorgan Value Advantage L
Price$43.16
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JVAIX vs VVIAX Comparison Chart
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JVAIX vs. VVIAX commentary
Nov 18, 2024
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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVAIX (9.47B). VVIAX pays higher dividends than JVAIX: VVIAX (2.36) vs JVAIX (1.54). JVAIX was incepted earlier than VVIAX: JVAIX (20 years) vs VVIAX (24 years). JVAIX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVAIX: VVIAX (3000) vs JVAIX (3000000). VVIAX (25.54) and JVAIX (25.18) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. JVAIX (22.41).
| JVAIX | VVIAX | JVAIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 21.441 | 17.922 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 184B | 5% |
| Annual Yield % from dividends | 1.54 | 2.36 | 65% |
| Returns for 1 year | 25.18 | 25.54 | 99% |
| Returns for 3 years | -2.85 | 21.55 | -13% |
| Returns for 5 years | 22.41 | 50.78 | 44% |
| Returns for 10 years | 58.51 | 110.49 | 53% |
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