JVARX
Price
$37.87
Change
+$0.42 (+1.12%)
Updated
Jun 6 closing price
Net Assets
8.68B
VVIAX
Price
$67.50
Change
+$0.65 (+0.97%)
Updated
Jun 6 closing price
Net Assets
188.77B
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JVARX vs VVIAX

Header iconJVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAXBanner chart's image
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.

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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).
JVARXVVIAXJVARX / VVIAX
Total Expense Ratio0.600.051,200%
Annual Report Gross Expense Ratio0.690.051,380%
Fund Existence9 years25 years-
Gain YTD-0.0801.255-6%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.68B189B5%
Annual Yield % from dividends1.592.2870%
Returns for 1 year0.756.8211%
Returns for 3 years-3.2718.51-18%
Returns for 5 years22.2358.6938%
Returns for 10 yearsN/A102.89-
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