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JVAQX vs VVIAX
JVAQX vs VVIAX Comparison
Open Charts JVAQX vs VVIAX
JPMorgan Value Advantage R4
Price$36.43
Change+$2.37 (+6.96%)
VolumeN/A
Net Assets7.87B
Vanguard Value Index Adm
Price$63.92
Change+$3.93 (+6.55%)
VolumeN/A
Net Assets190.51B
JVAQX vs VVIAX Comparison Chart
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JVAQX vs. VVIAX commentary
Apr 10, 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: 191B vs. JVAQX (7.87B). VVIAX pays higher dividends than JVAQX: VVIAX (2.26) vs JVAQX (1.49). JVAQX was incepted earlier than VVIAX: JVAQX (9 years) vs VVIAX (24 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 (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 : -4.28 vs. JVAQX (-8.95). VVIAX return over 5 years is better than : 58.34 vs. JVAQX (28.44).
| 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 | 24 years | - |
| Gain YTD | -8.736 | -9.136 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.87B | 191B | 4% |
| Annual Yield % from dividends | 1.49 | 2.26 | 66% |
| Returns for 1 year | -8.95 | -4.28 | 209% |
| Returns for 3 years | -12.81 | 3.06 | -418% |
| Returns for 5 years | 28.44 | 58.34 | 49% |
| Returns for 10 years | N/A | 81.52 | - |