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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$38.19
Change+$0.31 (+0.82%)
VolumeN/A
Net Assets8.87B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
JVARX vs VVIAX Comparison Chart
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JVARX vs. VVIAX commentary
Apr 03, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVARX (8.87B). VVIAX pays higher dividends than JVARX: VVIAX (2.26) vs JVARX (1.57). 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 (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 : 7.07 vs. JVARX (0.53). VVIAX return over 5 years is better than : 100.53 vs. JVARX (64.34).
| 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 | 1.067 | 1.830 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.87B | 195B | 5% |
| Annual Yield % from dividends | 1.57 | 2.26 | 69% |
| Returns for 1 year | 0.53 | 7.07 | 7% |
| Returns for 3 years | -3.93 | 16.40 | -24% |
| Returns for 5 years | 64.34 | 100.53 | 64% |
| Returns for 10 years | N/A | 107.06 | - |