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JVAPX vs VIVAX
JVAPX vs VIVAX Comparison
Open Charts JVAPX vs VIVAX
JPMorgan Value Advantage R3
Price$37.46
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets8.85B
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
JVAPX vs VIVAX Comparison Chart in %
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JVAPX vs. VIVAX commentary
Aug 10, 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: 196B vs. JVAPX (8.85B). VIVAX pays higher dividends than JVAPX: VIVAX (2.06) vs JVAPX (1.25). 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 : 9.20 vs. JVAPX (-0.52). VIVAX return over 5 years is better than : 68.23 vs. JVAPX (26.75).
| 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 | 1.889 | 5.134 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 196B | 5% |
| Annual Yield % from dividends | 1.25 | 2.06 | 61% |
| Returns for 1 year | -0.52 | 9.20 | -6% |
| Returns for 3 years | 2.10 | 29.29 | 7% |
| Returns for 5 years | 26.75 | 68.23 | 39% |
| Returns for 10 years | N/A | 113.03 | - |