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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$40.25
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets9.14B
Vanguard Value Index I
Price$71.47
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets195.81B
JVARX vs VIVAX Comparison Chart in %
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JVARX vs. VIVAX commentary
Aug 30, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVARX (9.14B). 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 : 7.10 vs. JVARX (-0.31). VIVAX return over 5 years is better than : 69.18 vs. JVARX (33.82).
| 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 | 7.150 | 8.208 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 196B | 5% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | -0.31 | 7.10 | -4% |
| Returns for 3 years | 10.18 | 35.03 | 29% |
| Returns for 5 years | 33.82 | 69.18 | 49% |
| Returns for 10 years | N/A | 138.85 | - |
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