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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$40.25
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets9.14B
Vanguard Value Index Adm
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
JVARX vs VVIAX Comparison Chart in %
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JVARX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. JVARX (9.14B). VVIAX pays higher dividends than JVARX: VVIAX (2.18) vs JVARX (1.55). 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 : 7.11 vs. JVARX (-0.31). VVIAX return over 5 years is better than : 69.18 vs. JVARX (33.82).
| 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 | 7.150 | 8.228 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 196B | 5% |
| Annual Yield % from dividends | 1.55 | 2.18 | 71% |
| Returns for 1 year | -0.31 | 7.11 | -4% |
| Returns for 3 years | 10.18 | 35.05 | 29% |
| Returns for 5 years | 33.82 | 69.18 | 49% |
| Returns for 10 years | N/A | 138.77 | - |
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