Interact to see
Advertisement
Advertisement
JVARX vs VIVIX
JVARX vs VIVIX Comparison
Open Charts JVARX vs VIVIX
JPMorgan Value Advantage R5
Price$40.25
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets9.14B
Vanguard Value Index I
Price$71.45
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets195.81B
JVARX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVARX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVARX (9.14B). 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 : 7.10 vs. JVARX (-0.31). VIVIX return over 5 years is better than : 69.16 vs. JVARX (33.82).
| 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 | 7.150 | 8.230 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 196B | 5% |
| Annual Yield % from dividends | 1.55 | 2.19 | 71% |
| Returns for 1 year | -0.31 | 7.10 | -4% |
| Returns for 3 years | 10.18 | 35.03 | 29% |
| Returns for 5 years | 33.82 | 69.16 | 49% |
| Returns for 10 years | N/A | 138.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement