Ad is loading...
JVAPX vs VIVAX
JVAPX vs VIVAX Comparison
Open Charts JVAPX vs VIVAX
JPMorgan Value Advantage R3
Price$36.12
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JVAPX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVAPX vs. VIVAX 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 JVAPX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JVAPX (8.55B). VIVAX pays higher dividends than JVAPX: VIVAX (2.22) vs JVAPX (1.30). JVAPX was incepted earlier than VIVAX: JVAPX (9 years) vs VIVAX (33 years). JVAPX (1.16) is less costly to investors than VIVAX (0.17). JVAPX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JVAPX has a lower initial minimum investment than VIVAX: JVAPX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. JVAPX (-2.05). VIVAX return over 5 years is better than : 72.17 vs. JVAPX (34.59).
| JVAPX | VIVAX | JVAPX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -2.191 | -0.958 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 184B | 5% |
| Annual Yield % from dividends | 1.30 | 2.22 | 59% |
| Returns for 1 year | -2.05 | 5.12 | -40% |
| Returns for 3 years | -4.88 | 20.66 | -24% |
| Returns for 5 years | 34.59 | 72.17 | 48% |
| Returns for 10 years | N/A | 96.24 | - |
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 % |
| FRSGX | 36.52 | N/A | N/A |
| Franklin Small-Mid Cap Growth A | |||
| CCCCX | 4.84 | N/A | N/A |
| Center Coast Brookfield Midstream Foc C | |||
| NDGCX | 21.39 | N/A | N/A |
| Neuberger Berman Dividend Growth C | |||
| DYGAX | 13.45 | N/A | N/A |
| Meeder Dynamic Allocation Adviser | |||
| FWGIX | 64.83 | -0.04 | -0.06% |
| American Funds Capital World Gr&Inc F3 | |||