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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$38.68
Change-$0.51 (-1.30%)
VolumeN/A
Net Assets9.15B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JVARX vs VVIAX Comparison Chart
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JVARX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JVARX (9.15B). 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 : 13.46 vs. JVARX (7.12). VVIAX return over 5 years is better than : 47.22 vs. JVARX (11.65).
| 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 | 3.202 | 4.164 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 193B | 5% |
| Annual Yield % from dividends | 1.56 | 2.36 | 66% |
| Returns for 1 year | 7.12 | 13.46 | 53% |
| Returns for 3 years | 0.43 | 23.94 | 2% |
| Returns for 5 years | 11.65 | 47.22 | 25% |
| Returns for 10 years | N/A | 105.55 | - |
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