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JVAQX vs VVIAX
JVAQX vs VVIAX Comparison
Open Charts JVAQX vs VVIAX
JPMorgan Value Advantage R4
Price$37.95
Change-$0.46 (-1.20%)
VolumeN/A
Net Assets8.8B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVAQX vs VVIAX Comparison Chart
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JVAQX vs. VVIAX commentary
Jun 14, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAQX (8.8B). VVIAX pays higher dividends than JVAQX: VVIAX (2.28) vs JVAQX (1.51). JVAQX was incepted earlier than VVIAX: JVAQX (9 years) vs VVIAX (25 years). JVAQX (1.03) is less costly to investors than VVIAX (0.05). JVAQX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). 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 : 8.89 vs. JVAQX (3.08). VVIAX return over 5 years is better than : 73.96 vs. JVAQX (35.65).
| JVAQX | VVIAX | JVAQX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 1.372 | 3.269 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 189B | 5% |
| Annual Yield % from dividends | 1.51 | 2.28 | 66% |
| Returns for 1 year | 3.08 | 8.89 | 35% |
| Returns for 3 years | 9.34 | 33.27 | 28% |
| Returns for 5 years | 35.65 | 73.96 | 48% |
| Returns for 10 years | N/A | 105.19 | - |
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