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JVARX vs VIVIX
JVARX vs VIVIX Comparison
Open Charts JVARX vs VIVIX
JPMorgan Value Advantage R5
Price$38.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.79B
Vanguard Value Index I
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
JVARX vs VIVIX Comparison Chart in %
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JVARX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVARX (8.79B). VIVIX pays higher dividends than JVARX: VIVIX (2.19) vs JVARX (1.55). JVARX was incepted earlier than VIVIX: JVARX (9 years) vs VIVIX (27 years). JVARX (0.69) is less costly to investors than VIVIX (0.04). JVARX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVARX has a lower initial minimum investment than VIVIX: JVARX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 10.53 vs. JVARX (1.59). VIVIX return over 5 years is better than : 67.40 vs. JVARX (29.74).
| JVARX | VIVIX | JVARX / VIVIX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 2.161 | 4.624 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.79B | 196B | 4% |
| Annual Yield % from dividends | 1.55 | 2.19 | 71% |
| Returns for 1 year | 1.59 | 10.53 | 15% |
| Returns for 3 years | 3.30 | 28.85 | 11% |
| Returns for 5 years | 29.74 | 67.40 | 44% |
| Returns for 10 years | N/A | 109.93 | - |
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