Ad is loading...
JVAQX vs VVIAX
JVAQX vs VVIAX Comparison
Open Charts JVAQX vs VVIAX
JPMorgan Value Advantage R4
Price$39.02
Change+$0.16 (+0.41%)
VolumeN/A
Net Assets9.17B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
JVAQX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVAQX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVAQX (9.17B). 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 : 18.18 vs. JVAQX (12.56). VVIAX return over 5 years is better than : 44.18 vs. JVAQX (10.17).
| 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 | 2.982 | 3.195 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 184B | 5% |
| Annual Yield % from dividends | 1.45 | 2.36 | 62% |
| Returns for 1 year | 12.56 | 18.18 | 69% |
| Returns for 3 years | -1.13 | 18.46 | -6% |
| Returns for 5 years | 10.17 | 44.18 | 23% |
| Returns for 10 years | N/A | 111.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RNWZ | 20.60 | 0.69 | +3.49% |
| TrueShares Eagle Glbl Rnwbls Engy IncETF | |||
| OIH | 299.51 | 5.51 | +1.87% |
| VanEck Oil Services ETF | |||
| WUGI | 74.71 | 1.08 | +1.46% |
| AXS Esoterica NextG Economy ETF | |||
| HYBB | 46.41 | 0.03 | +0.06% |
| iShares BB Rated Corporate Bond ETF | |||
| PICB | 21.36 | -0.03 | -0.12% |
| Invesco International Corporate Bond ETF | |||