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JVAPX vs VVIAX
JVAPX vs VVIAX Comparison
Open Charts JVAPX vs VVIAX
JPMorgan Value Advantage R3
Price$35.43
Change-$1.74 (-4.68%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JVAPX vs VVIAX Comparison Chart
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JVAPX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVAPX (8.94B). VVIAX pays higher dividends than JVAPX: VVIAX (2.26) vs JVAPX (1.26). JVAPX was incepted earlier than VVIAX: JVAPX (9 years) vs VVIAX (24 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 (10.00). 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 : 7.67 vs. JVAPX (0.81). VVIAX return over 5 years is better than : 101.69 vs. JVAPX (61.86).
| 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 | 24 years | - |
| Gain YTD | 1.780 | 2.421 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 195B | 5% |
| Annual Yield % from dividends | 1.26 | 2.26 | 56% |
| Returns for 1 year | 0.81 | 7.67 | 11% |
| Returns for 3 years | -4.21 | 17.36 | -24% |
| Returns for 5 years | 61.86 | 101.69 | 61% |
| Returns for 10 years | N/A | 106.86 | - |
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