Interact to see
Advertisement
Advertisement
JVAPX vs VIVIX
JVAPX vs VIVIX Comparison
Open Charts JVAPX vs VIVIX
JPMorgan Value Advantage R3
Price$37.46
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets8.85B
Vanguard Value Index I
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
JVAPX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAPX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVAPX (8.85B). VIVIX pays higher dividends than JVAPX: VIVIX (2.19) vs JVAPX (1.25). 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 : 9.20 vs. JVAPX (-0.52). VIVIX return over 5 years is better than : 68.25 vs. JVAPX (26.75).
| 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 | 1.889 | 5.154 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 196B | 5% |
| Annual Yield % from dividends | 1.25 | 2.19 | 57% |
| Returns for 1 year | -0.52 | 9.20 | -6% |
| Returns for 3 years | 2.10 | 29.29 | 7% |
| Returns for 5 years | 26.75 | 68.25 | 39% |
| Returns for 10 years | N/A | 113.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement