Interact to see
Advertisement
Advertisement
JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$40.04
Change-$0.12 (-0.30%)
VolumeN/A
Net Assets9.11B
JVASX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVASX vs. VIVAX commentary
Oct 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 JVASX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVASX (9.11B). VIVAX pays higher dividends than JVASX: VIVAX (1.97) vs JVASX (1.37). JVASX was incepted earlier than VIVAX: JVASX (21 years) vs VIVAX (33 years). JVASX (0.84) is less costly to investors than VIVAX (0.17). JVASX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVASX: VIVAX (3000) vs JVASX (1000000). VIVAX annual gain was more profitable for investors over the last year : 7.50 vs. JVASX (-1.57). VIVAX return over 5 years is better than : 75.61 vs. JVASX (34.39).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 6.922 | 10.859 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 1.97 | 70% |
| Returns for 1 year | -1.57 | 7.50 | -21% |
| Returns for 3 years | 17.40 | 49.25 | 35% |
| Returns for 5 years | 34.39 | 75.61 | 45% |
| Returns for 10 years | 54.61 | 133.20 | 41% |