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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$37.87
Change+$0.42 (+1.12%)
VolumeN/A
Net Assets8.68B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JVARX vs VVIAX Comparison Chart
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JVARX vs. VVIAX commentary
Jun 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVARX (8.68B). VVIAX pays higher dividends than JVARX: VVIAX (2.28) vs JVARX (1.59). JVARX was incepted earlier than VVIAX: JVARX (9 years) vs VVIAX (25 years). JVARX (0.69) is less costly to investors than VVIAX (0.05). JVARX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVARX has a lower initial minimum investment than VVIAX: JVARX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. JVARX (0.75). VVIAX return over 5 years is better than : 58.69 vs. JVARX (22.23).
| JVARX | VVIAX | JVARX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -0.080 | 1.255 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 189B | 5% |
| Annual Yield % from dividends | 1.59 | 2.28 | 70% |
| Returns for 1 year | 0.75 | 6.82 | 11% |
| Returns for 3 years | -3.27 | 18.51 | -18% |
| Returns for 5 years | 22.23 | 58.69 | 38% |
| Returns for 10 years | N/A | 102.89 | - |
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