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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$42.53
Change+$0.11 (+0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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JVARX vs VIVAX Comparison Chart
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JVARX vs. VIVAX commentary
Oct 18, 2024
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 JVARX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. JVARX (9.53B). VIVAX pays higher dividends than JVARX: VIVAX (2.25) vs JVARX (1.56). JVARX was incepted earlier than VIVAX: JVARX (8 years) vs VIVAX (32 years). JVARX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). JVARX has a lower initial minimum investment than VIVAX: JVARX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 27.95 vs. JVARX (24.41). VIVAX return over 5 years is better than : 59.60 vs. JVARX (25.66).
| JVARX | VIVAX | JVARX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 19.661 | 19.045 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 186B | 5% |
| Annual Yield % from dividends | 1.56 | 2.25 | 69% |
| Returns for 1 year | 24.41 | 27.95 | 87% |
| Returns for 3 years | -2.01 | 26.38 | -8% |
| Returns for 5 years | 25.66 | 59.60 | 43% |
| Returns for 10 years | N/A | 130.56 | - |
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