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JVAQX vs VIVAX
JVAQX vs VIVAX Comparison
Open Charts JVAQX vs VIVAX
JPMorgan Value Advantage R4
Price$37.52
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
JVAQX vs VIVAX Comparison Chart
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JVAQX vs. VIVAX commentary
May 09, 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 JVAQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JVAQX (8.55B). VIVAX pays higher dividends than JVAQX: VIVAX (2.22) vs JVAQX (1.54). JVAQX was incepted earlier than VIVAX: JVAQX (9 years) vs VIVAX (33 years). JVAQX (1.03) is less costly to investors than VIVAX (0.17). JVAQX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). 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 : 5.12 vs. JVAQX (-1.50). VIVAX return over 5 years is better than : 72.17 vs. JVAQX (38.38).
| JVAQX | VIVAX | JVAQX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -2.085 | -0.958 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 184B | 5% |
| Annual Yield % from dividends | 1.54 | 2.22 | 70% |
| Returns for 1 year | -1.50 | 5.12 | -29% |
| Returns for 3 years | -2.90 | 20.66 | -14% |
| Returns for 5 years | 38.38 | 72.17 | 53% |
| Returns for 10 years | N/A | 96.24 | - |
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