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JVAPX vs VIVAX
JVAPX vs VIVAX Comparison
Open Charts JVAPX vs VIVAX
JPMorgan Value Advantage R3
Price$36.52
Change+$0.10 (+0.27%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.06
Change+$0.14 (+0.21%)
VolumeN/A
CapitalizationN/A
JVAPX vs VIVAX Comparison Chart
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JVAPX vs. VIVAX commentary
Jan 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JVAPX (8.87B). VIVAX pays higher dividends than JVAPX: VIVAX (2.25) vs JVAPX (1.30). JVAPX was incepted earlier than VIVAX: JVAPX (8 years) vs VIVAX (32 years). JVAPX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). 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 : 12.64 vs. JVAPX (6.20). VIVAX return over 5 years is better than : 41.97 vs. JVAPX (5.34).
| JVAPX | VIVAX | JVAPX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 0.000 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 195B | 5% |
| Annual Yield % from dividends | 1.30 | 2.25 | 58% |
| Returns for 1 year | 6.20 | 12.64 | 49% |
| Returns for 3 years | -3.72 | 15.30 | -24% |
| Returns for 5 years | 5.34 | 41.97 | 13% |
| Returns for 10 years | N/A | 100.84 | - |
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