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JVAPX vs VIVIX
JVAPX vs VIVIX Comparison
Open Charts JVAPX vs VIVIX
JPMorgan Value Advantage R3
Price$36.12
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JVAPX vs VIVIX Comparison Chart
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JVAPX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. JVAPX (8.55B). VIVIX pays higher dividends than JVAPX: VIVIX (2.35) vs JVAPX (1.30). JVAPX was incepted earlier than VIVIX: JVAPX (9 years) vs VIVIX (27 years). JVAPX (1.16) is less costly to investors than VIVIX (0.04). JVAPX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVAPX has a lower initial minimum investment than VIVIX: JVAPX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. JVAPX (-2.05). VIVIX return over 5 years is better than : 72.19 vs. JVAPX (34.59).
| JVAPX | VIVIX | JVAPX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -2.191 | -0.942 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 184B | 5% |
| Annual Yield % from dividends | 1.30 | 2.35 | 55% |
| Returns for 1 year | -2.05 | 5.12 | -40% |
| Returns for 3 years | -4.88 | 20.66 | -24% |
| Returns for 5 years | 34.59 | 72.19 | 48% |
| Returns for 10 years | N/A | 96.21 | - |
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