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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$38.29
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets8.79B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
JVARX vs VIVAX Comparison Chart in %
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JVARX vs. VIVAX commentary
Aug 08, 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 JVARX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVARX (8.79B). VIVAX pays higher dividends than JVARX: VIVAX (2.06) vs JVARX (1.55). JVARX was incepted earlier than VIVAX: JVARX (9 years) vs VIVAX (33 years). JVARX (0.69) is less costly to investors than VIVAX (0.17). JVARX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). 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 : 10.52 vs. JVARX (1.51). VIVAX return over 5 years is better than : 67.38 vs. JVARX (30.11).
| JVARX | VIVAX | JVARX / VIVAX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 2.455 | 4.604 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 196B | 4% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | 1.51 | 10.52 | 14% |
| Returns for 3 years | 4.01 | 28.85 | 14% |
| Returns for 5 years | 30.11 | 67.38 | 45% |
| Returns for 10 years | N/A | 109.96 | - |
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