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JVAPX vs VVIAX
JVAPX vs VVIAX Comparison
Open Charts JVAPX vs VVIAX
JPMorgan Value Advantage R3
Price$37.66
Change-$0.49 (-1.28%)
VolumeN/A
Net Assets9.15B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JVAPX vs VVIAX Comparison Chart
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JVAPX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JVAPX (9.15B). VVIAX pays higher dividends than JVAPX: VVIAX (2.36) vs JVAPX (1.30). JVAPX was incepted earlier than VVIAX: JVAPX (8 years) vs VVIAX (24 years). JVAPX is a more actively managed with annual turnover of: 24.00 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 : 13.46 vs. JVAPX (6.44). VVIAX return over 5 years is better than : 47.22 vs. JVAPX (9.10).
| JVAPX | VVIAX | JVAPX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.122 | 4.164 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 193B | 5% |
| Annual Yield % from dividends | 1.30 | 2.36 | 55% |
| Returns for 1 year | 6.44 | 13.46 | 48% |
| Returns for 3 years | -0.82 | 23.94 | -3% |
| Returns for 5 years | 9.10 | 47.22 | 19% |
| Returns for 10 years | N/A | 105.55 | - |
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