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JVAPX vs VVIAX
JVAPX vs VVIAX Comparison
Open Charts JVAPX vs VVIAX
JPMorgan Value Advantage R3
Price$36.72
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets8.79B
Vanguard Value Index Adm
Price$66.11
Change-$0.49 (-0.74%)
VolumeN/A
Net Assets183.65B
JVAPX vs VVIAX Comparison Chart
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JVAPX vs. VVIAX commentary
May 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVAPX (8.79B). VVIAX pays higher dividends than JVAPX: VVIAX (2.34) vs JVAPX (1.30). JVAPX was incepted earlier than VVIAX: JVAPX (9 years) vs VVIAX (25 years). JVAPX (1.16) is less costly to investors than VVIAX (0.05). JVAPX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVAPX has a lower initial minimum investment than VVIAX: JVAPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.46 vs. JVAPX (0.65). VVIAX return over 5 years is better than : 82.20 vs. JVAPX (46.92).
| JVAPX | VVIAX | JVAPX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.506 | 1.330 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 184B | 5% |
| Annual Yield % from dividends | 1.30 | 2.34 | 56% |
| Returns for 1 year | 0.65 | 6.46 | 10% |
| Returns for 3 years | 0.86 | 22.65 | 4% |
| Returns for 5 years | 46.92 | 82.20 | 57% |
| Returns for 10 years | N/A | 99.25 | - |
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