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JVAQX vs VIVAX
JVAQX vs VIVAX Comparison
Open Charts JVAQX vs VIVAX
JPMorgan Value Advantage R4
Price$41.72
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JVAQX vs VIVAX Comparison Chart
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JVAQX vs. VIVAX commentary
Sep 21, 2024
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 JVAQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JVAQX (9.34B). VIVAX pays higher dividends than JVAQX: VIVAX (2.25) vs JVAQX (1.45). JVAQX was incepted earlier than VIVAX: JVAQX (8 years) vs VIVAX (32 years). JVAQX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). JVAQX has a lower initial minimum investment than VIVAX: JVAQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. JVAQX (20.54). VIVAX return over 5 years is better than : 55.44 vs. JVAQX (22.19).
| JVAQX | VIVAX | JVAQX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 16.406 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 183B | 5% |
| Annual Yield % from dividends | 1.45 | 2.25 | 64% |
| Returns for 1 year | 20.54 | 23.98 | 86% |
| Returns for 3 years | 0.98 | 28.28 | 3% |
| Returns for 5 years | 22.19 | 55.44 | 40% |
| Returns for 10 years | N/A | 113.95 | - |