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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$37.24
Change+$0.68 (+1.86%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
JVARX vs VVIAX Comparison Chart
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JVARX vs. VVIAX commentary
May 06, 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: 191B vs. JVARX (8.62B). VVIAX pays higher dividends than JVARX: VVIAX (2.34) vs JVARX (1.62). JVARX was incepted earlier than VVIAX: JVARX (9 years) vs VVIAX (24 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 : 7.67 vs. JVARX (1.28). VVIAX return over 5 years is better than : 76.47 vs. JVARX (42.74).
| 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 | 24 years | - |
| Gain YTD | -0.640 | -0.336 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 191B | 5% |
| Annual Yield % from dividends | 1.62 | 2.34 | 69% |
| Returns for 1 year | 1.28 | 7.67 | 17% |
| Returns for 3 years | -2.20 | 19.07 | -12% |
| Returns for 5 years | 42.74 | 76.47 | 56% |
| Returns for 10 years | N/A | 98.86 | - |
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