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JVAQX vs VVIAX
JVAQX vs VVIAX Comparison
Open Charts JVAQX vs VVIAX
JPMorgan Value Advantage R4
Price$39.10
Change-$0.51 (-1.29%)
VolumeN/A
Net Assets9.15B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JVAQX vs VVIAX Comparison Chart
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JVAQX 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 JVAQX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JVAQX (9.15B). VVIAX pays higher dividends than JVAQX: VVIAX (2.36) vs JVAQX (1.45). JVAQX was incepted earlier than VVIAX: JVAQX (8 years) vs VVIAX (24 years). JVAQX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). JVAQX has a lower initial minimum investment than VVIAX: JVAQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. JVAQX (7.05). VVIAX return over 5 years is better than : 47.22 vs. JVAQX (12.16).
| JVAQX | VVIAX | JVAQX / 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 | 3.193 | 4.164 | 77% |
| 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 | 1.45 | 2.36 | 62% |
| Returns for 1 year | 7.05 | 13.46 | 52% |
| Returns for 3 years | 1.26 | 23.94 | 5% |
| Returns for 5 years | 12.16 | 47.22 | 26% |
| Returns for 10 years | N/A | 105.55 | - |
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