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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$38.60
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets9.17B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
JVARX vs VVIAX Comparison Chart
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JVARX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVARX (9.17B). VVIAX pays higher dividends than JVARX: VVIAX (2.36) vs JVARX (1.56). JVARX was incepted earlier than VVIAX: JVARX (8 years) vs VVIAX (24 years). JVARX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). 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 : 18.18 vs. JVARX (12.63). VVIAX return over 5 years is better than : 44.18 vs. JVARX (9.69).
| JVARX | VVIAX | JVARX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.988 | 3.195 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 184B | 5% |
| Annual Yield % from dividends | 1.56 | 2.36 | 66% |
| Returns for 1 year | 12.63 | 18.18 | 69% |
| Returns for 3 years | -1.92 | 18.46 | -10% |
| Returns for 5 years | 9.69 | 44.18 | 22% |
| Returns for 10 years | N/A | 111.13 | - |
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